Navigate to the Control Panel > Money > Admin Functions > Transaction Search
Select Bulk Payments.
This screen shows just unpaid and partially paid transactions. There may be multiple transactions from one member or non-member, or multiple transactions from a single company that are being paid with one check.
Each transaction has a check box on the left side, to allow you to check one or more transactions. A running count and total are maintained to the right of the grid. When the amount reaches the amount of the payment to be recorded, click the Bulk Payments button.
Select a payment method and enter any other information as appropriate. If a cash/check discount applies, the discounted amount will appear in the Cash/Check Discount field and the Net Amount Due will reflect the new payment amount.
Click Apply Payment to record your payment against all of the selected transactions.
Note that the credit card option is not available for bulk payments. Also, all selected transactions will be marked as paid in full and these transactions will be removed from the bulk payments screen.
You can also click the Invoices button to print an invoice for all checked transactions. Three invoice reports are available:
- Formatted for a standard #9 double window envelope. Each checked transaction will be printed on a separate page, suitable for individual mailing.
- Formatted for a standard #10 double window envelope. Each checked transaction will be printed on a separate page, suitable for individual mailing.
- A grouped invoice. Checked transactions are combined and totaled into a single invoice that is mailed or emailed to a single address. This option is suitable for multiple transactions belonging to a family or company.
When this option is used, checked transactions are not removed from the unpaid transactions list, since payment has not yet been received or recorded.