Using Mass Payment Entry

Overview

For teams that receive a high volume of physical check payments, logging payments manually on each account can be time-consuming. The Mass payment entry tool speeds up this process by allowing you to apply payments to multiple customer accounts from one centralized screen.

How it works

Mass payments are managed under the Mass Actions section of the Admin panel. From there, you can create and review batches of payments before applying them.

Accessing mass payment entry

1. Go to Admin from the main navigation.
2. Under Mass Actions, click on Apply payments.

Creating a payment batch

1. Click Settings > Mass Actions > Apply payments.
2. Enter a name for the payment batch. This helps you track the run later.
3. Start adding payments by using one of the following options:
   • Search for the customer (same as the global search)
   • Enter an exact invoice number
4. For each payment, enter the amount and payment type (check, cash, or other).
5. Repeat until you've added all payments—up to 1,000 per run.
6. Click  Apply payments, then confirm to add all the payments entered. 

You can queue all the payments before applying them, allowing time for review or edits.

After applying payments

• Any check or cash payments added will appear in the Deposit slips section for later processing. Make sure to create a deposit slip after completing the payment application.
• Any errors will be logged and shown in the review section. These are rare, but can be caused by incorrect invoice numbers or permissions.

Permissions

You can control access to this feature through role permissions.

Users need the Admin Apply mass payments permission to view or use the mass payment entry screen.