The new Pay Invoices page will allow agents and brokers to pay for all outstanding invoices at one time! They just choose which invoices to pay, select the payment option they would like to pay with, and they're done! This will be especially useful for brokerages paying for their agents' orders with a "periodic settlement" subsidy. No more paying invoices one at a time; saving you and your clients valuable time!
Watch the video below for a demo:
How to pay invoices in bulk
Click the steps below for a detailed walk-through:
Step 1: Access client account
Step 2: Click account tab
Step 3: Click Pay Invoices tab
Step 4: Select invoices to pay
Step 5: Choose payment method
Step 6: Click "Pay Selected Invoices" button
Step 1: Go to the Client Summary page for the client that needs to pay invoices. Click the "Access Account" button to log in as the client.
Step 2: Click the Account tab at the top of the page. Note: there is also a "Pay Now" button on their Dashboard page when they have more than one site with a balance due.
Step 3: Click the Pay Invoices tab on the left-hand side of the page.
Step 4: Select which invoices the client would like to pay at this time. Note: by default, all invoices are selected. However, you do not have to pay all invoices at once. You can choose one, all, or anywhere in-between.
Step 5: Select the payment method that the client would like to use. If an account credit is available, they can use that and charge the remaining amount to another payment method.
Step 6: Click the "Pay Selected Invoices" button to complete the payment.
For any additional questions, our Support team is ready to help you!
Email: [email protected]