Bulk Customer Payments
Bulk payments from your customers allow them to pay off several invoices at once.
Both QuickBooks Online users and Xero Accounting users have the ability to add payments to supplier invoices within the accounting application and then synchronise the information over to Cin7 Core or add payments in Cin7 Core and sync them to your accounting software.
Prerequisites
Have outstanding invoices for at least one supplier (necessary)
Users will need the Sales: Customer Payment permission in order to use this feature.
Apply bulk payment
Large customer payments can be distributed amongst unpaid invoices, or the entire outstanding balance can be paid at once.
To apply bulk payment:
Navigate to Sale → Bulk Payment.
Select a Customer from the dropdown menu.
Select the Period you would like to view for the invoices that are due.
Click Show Due Invoices. All due and overdue invoices for the customer will be displayed.
If the currency of the customer is different from your own base currency, you will also be required to provide a Conversion Rate.
Select a Payment Date.
Select the Account to which the payment has been made.
Provide a reference (optional).
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Enter the Amount to be paid by the customer. The total outstanding amount is shown at the bottom of the table of outstanding invoices. To manually specify which invoices are paid, click the Pay Amountfield for each invoice and enter the amount. The remaining unallocated payment is shown to the top right of the table.
Sales with due and overdue payments can be differentiated by sales channel and accounting dimensions if applicable.
Click Pay to confirm the payment.
(If using QuickBooks Online/Xero) Synchronise that payment transaction by hovering the mouse over Sync and the company name and then clicking the Sync Now button.
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB