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

Apply one credit card payment to multiple jobs / invoices.

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William G

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

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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

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planned

Chris Holmesq

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.