Apply one credit card payment to multiple jobs / invoices. | Feature Requests

Apply one credit card payment to multiple jobs / invoices.

complete

Billy Goldstein

I have clients who pay with a virtual card that is sent for batches of invoices. The card can only be charged once for one amount and I would like to be able to apply one payment to multiple invoices like in quickbooks. Thank you!

July 30, 2024

Orit Tepper

Updating here that the request to also collect payments on multiple invoices via check was added today, yet will affect all accounts by tomorrow. For more details on how it works, see here

https://help.workiz.com/hc/en-us/articles/20180516672017-Collecting-bulk-payments-for-multiple-invoices

Brittney

Orit Tepper any reason it's still being limited to certain payment types? Can this be an option for any payment type (i.e. venmo, ACH/bank transfer, etc)?

Orit Tepper

marked this post as

complete

As of today, it's possible to collect online credit card payments on multiple invoices at once via Workiz Pay. 
Learn more here: 
https://help.workiz.com/hc/en-us/articles/20180516672017-Collecting-bulk-payments-for-multiple-invoices

Diane Temmen

Orit Tepper - Does this apply to check payments as well? We have property management companies that send 1 check to pay multiple invoices.

Orit Tepper

marked this post as

planned

Chris Holmes

This also goes for other forms of payments. We have clients who pay monthly with one check for multiple invoices and I have to record the payments separately for like 20 invoices. Should be able to apply a single payment to multiple invoices like ANY other system would allow. This is really basic stuff.

Rosie Gomez

yes, please!!

Susan Reardon

Yes, please make this a priority!

Alexander Giger

OMG YES! Same for cheques!

Samuel

Yes!! How is this not a thing?! Please please - high priority!

Doug Steel

Basic stuff that we should have.