Record multiple invoices with a single check payment
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Chris Holmes
We need the ability to select multiple invoices to be paid with a single check. This is available for credit card payments, how hard would it be to add Check as an option? DO you realize how much time it takes to open 20 invoices and record payments for each using the same check number, then adding notes to indicate the payment was made with the same check number?
Orit Tepper
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Nate Spindler
Orit Tepper FROM THE BOTTOM OF MY HEART THANK YOU!
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:
Kristian
Merged in a post:
Bulk payment of invoices offline via check? I see you can with credit card just curious if it will be available with check as my clients pay with check.
Brad Savickas
Brian Harding
Received a check for 43 jobs today. Took me around 2 hours to enter each payment individually and close out each job. We know a bulk action can be done when entering a credit card number, but it needs to be available for other payment methods as well. Please Workiz, help us be more efficient by adding this feature!
idan kadosh
Merged in a post:
Multiple Payments
Mitchell Vizcaino
I like that you can add multiple invoice into one card payment, can we do the same with checks? Some clients pay multiple invoices on one check.
Diane Temmen
Currently, I post the payment in QBO for bulk payments paid by check so my deposit slip matches the checks I am submitting. Then I have to do an Offline Credit in Workiz to ZERO out each invoice. Then I have to go back to QBO and delete the offline credit so that all accounts stay in balance. This is a lot of work to process a payment by check for multiple invoices!
Lisa Mccrary
YES!!! This would make our job so much easier... most of our payments include multiple invoices, so this would be a huge time-saver.
Mike Quesada
Yes this would definitely make payment processing efficient when customers pay for multiple locations or multiple tickets. Management companies that pay at end of month could sometimes have 10-15 jobs/invoices paid on per month. Or a bigger restaurant that has multitude of equipment could have ten invoice for repairs and pay with one check.
Orit Tepper
Merged in a post:
Payment in bulk
Elizabeth Rivera
We have clients that pay by checks or other methods and the feature of pay in bulk now just is for credit cards payments. Will be helpful is allow us to have all options of payments for bulk payments too.
Chris Holmes
I have been asking for this for well over a year. We have clients who pay multiple invoices monthly with a check and I have to go into like 20 jobs individually and record the payment. The ability to enter one payment and check off all the invoices it applies to is a very common thing with any payment system.
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