Bulk and partial payments with Cin7 Pay

Cin7 Pay lets you and your customers record payments across multiple invoices at once (bulk payments) or apply part-payments to a single invoice (partial payments).

Before you start

Bulk payments

You can make bulk payments via merchant-initiated transactions:

  1. Go to Sales > Bulk payments.
  2. Select the Customer.
  3. Click Show due invoices.
  4. Enter the total payment Amount.
  5. Enter the Pay amount for each invoice to pay.
  6. Click Cin7 Pay.
  7. Choose a saved payment method or enter payment details manually.
  8. Follow the on-screen instructions to make payment.

Your customers can make bulk payments via Pay Online transactions (ie, invoices):

  1. Open a due invoice.
  2. Click the Pay Online button (or other payment link).
  3. Click Bulk payment — this option is only available when the customer has more than one invoice with a balance due.
  4. Select which invoices to pay — all invoices must be paid in full.
  5. Click Pay and confirm.
  6. Choose the payment method.
  7. Follow the on-screen instructions to make payment.

Partial payments

You can make partial payments via merchant-initiated transactions:

  1. Open the sales order.
  2. Open the Invoice tab.
  3. Under Payment, click Cin7 Pay Payments.
  4. Enter the partial payment into Amount.
  5. Click Pay.
  6. Choose the payment method.
  7. Follow the on-screen instructions to make payment.

Your customers can make partial payments via Pay Online transactions (ie, invoices):

  1. Open a due invoice.
  2. Click the Pay Online button (or other payment link).
  3. Click Pay less.
  4. Follow the on-screen instructions to enter the amount, choose a payment method, and finalize payment.

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