Organization Mass Payment

Modules>CRM>Find, Query, or Add Organization> Organization Profile>Mass Payment button

Mass Payment is a feature that allows you to pay a number of invoices at once. These invoices are from individuals associated with an organization.

Using the Organization Mass Payment Feature

To use the Mass Payment feature for an organization, complete the following steps:

  1. Navigate to the Organization Profile for the organization you wish to work with.
  2. Click the mass payment icon.

    This will open the Mass Apply Organization Payments pop-up window.

  3. Click the Retrieve Open Invoices for All Related Customers button to retrieve all of the open invoices for individuals related to this organization.
  4. Check the apply payment checkbox beside each invoice you would like to pay.
    You may check as many, or as few, as you like.
  5. Click the recalculate actuals button to see a total amount for the payments you selected to be applied.
  6. Enter the control count and control amount for the payments you will be processing.
    These numbers must match what is displayed in the actuals fields.

    Important! The numbers in the controls fields must match the numbers displayed in the actuals fields, or your transaction will not process. However, do not include the dollar sign.

    You must now enter the payment details for this transaction.

  7. Select the payment batch to be used for this transaction.
  8. The payment date defaults to the date set for your chosen batch. You can keep the default date or click the calendar icon to select the payment date to be used for this transaction.
  9. If applicable, select the source code and media code.
  10. Select the payment method to be used for this transaction.
    This portion of the screen will change based on the payment method you choose to provide you with the necessary fields (for that payment type) to complete the transaction.
  11. Complete the additional fields for the payment method.

    The reference number field is an optional field that allows you to create a number for tracking cash payments.

  12. When you have completed the payment details, click the save payments button.

    The Mass Apply Organization Payments window will refresh and inform you that your transaction is processing.

    Once the transaction has completed, you will receive a confirmation message.