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
You’ve set up Cin7 Pay
You have full access for Money → Cin7 Pay permission
Bulk payments
You can make bulk payments via merchant-initiated transactions:
Go to Sales > Bulk payments.
Select the Customer.
Click Show due invoices.
Enter the total payment Amount.
Enter the Pay amount for each invoice to pay.
Click Cin7 Pay.
Choose a saved payment method or enter payment details manually.
Follow the on-screen instructions to make payment.
Your customers can make bulk payments via Pay Online transactions (ie, invoices):
Open a due invoice.
Click the Pay Online button (or other payment link).
Click Bulk payment — this option is only available when the customer has more than one invoice with a balance due.
Select which invoices to pay — all invoices must be paid in full.
Click Pay and confirm.
Choose the payment method.
Follow the on-screen instructions to make payment.
Partial payments
You can make partial payments via merchant-initiated transactions:
Open the sales order.
Open the Invoice tab.
Under Payment, click Cin7 Pay Payments.
Enter the partial payment into Amount.
Click Pay.
Choose the payment method.
Follow the on-screen instructions to make payment.
Your customers can make partial payments via Pay Online transactions (ie, invoices):
Open a due invoice.
Click the Pay Online button (or other payment link).
Click Pay less.
Follow the on-screen instructions to enter the amount, choose a payment method, and finalize payment.