How to Use Bulk Invoice Payments

Objectives

• Process payments for multiple invoices at once

• Reduce manual payment entry and improve financial workflow efficiency

Steps

The Bulk Invoice Payments feature allows accountants to process and allocate payments across multiple invoices related to the same client in a single action. This helps improve efficiency and simplifies payment processing within the Billing module.

1. Access Bulk Invoice Payments

• Open the Billing Module.

• Navigate to Sales → Invoices→ Bulk Payment

You can also access the Bulk Payment option directly from the All Invoices grid.

2. Select the Client Account

• Choose the Client Account.

• Once selected, the system will automatically retrieve all unpaid invoices related to that client.

Understanding the Bulk Payment Page

The page is divided into two main sections:

Payment Details Section

This section allows you to enter payment information that can be applied across multiple invoices.

Fill in details such as:

• Payment Method

• Deposit Account

• Amount Paid

• Payment Description
• etc...

These details can be applied in bulk to all selected invoices.

Invoices List Section

This section displays all unpaid invoices related to the selected client, including:

• Invoice ID

• Due Date

• Status

• Outstanding Balance

• Payment Date
• etc...

3. Allocate the Payment Amount

Option 1: Pay All Remaining Balances

• Enable the checkbox indicating that the full remaining amount has been received.

• The system will automatically allocate the payment amount across all pending invoices and mark them as fully paid after saving.

Option 2: Partial or Manual Allocation

If you prefer to distribute the payment manually:

1. Enter the payment amount in the Amount field.

2. The system will ask whether you want the amount automatically reflected across the invoices list.

You can choose to:

• Automatically distribute the amount across invoices, or

• Manually enter payment amounts for each invoice individually

This allows you to process:

• Partial payments

• Full payments for selected invoices only

4. Add Bank Charges (Optional)

For each invoice, you may also specify any applicable bank charges directly within the invoice row.

5. Save the Payment

Once all payment details and allocations are completed, click Record Payment at the bottom of the page.

The system will process the payment and display a confirmation indicating how many invoices were paid successfully.

Result

After saving:

• Payments will be reflected on the corresponding invoice records

• Invoice balances and statuses will update automatically

• Payment records will appear in the Payments list within each invoice page

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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