Home Creating a Payment Creating Batch Payment Requests in the Billing App

Creating Batch Payment Requests in the Billing App

Last updated on May 09, 2025

Overview

The billing app allows you to streamline payment collection by creating batch payment requests. This feature enables you to select multiple accounts and send a single payment request, with each account receiving a unique link to complete payment for the amount owed on their account.

Steps to Create a Batch Payment Request

  1. Navigate to Create a Payment
    From the main dashboard, click on the "Create a Payment" option in the top menu bar.

  2. Select Payment Request as Payment Type
    In the payment type dropdown, choose "Payment Request" to initiate a request for payment instead of processing a payment directly.

  3. Multi-Select Accounts
    Navigate to the "Accounts" or "Outstanding" page. Use the checkboxes to multi-select the accounts you want to include in the batch payment request. You can select as many accounts as needed.

  4. Choose Payment Request Action
    With the accounts selected, choose the "Payment Request" action from the available options. This will generate a single request that includes all selected accounts.

  5. Review and Customize
    The app will display a summary of the selected accounts and the individual amounts owed. You can add a personalized message (optional) to be included with the payment request.

  6. Send the Request
    Click "Send" to distribute the batch payment request. Each selected account will receive an email or notification containing a unique payment link specific to their account and the amount they owe.

Completing Payments

  • Recipients will click the unique payment link provided in their email or notification.

  • The link will direct them to a secure payment page where they can enter their payment details to settle the amount owed on their account.

  • Once payment is completed, the status will update in the billing app, and you’ll receive a confirmation.

Important Notes

  • Each payment link is unique to the account and cannot be used by others, ensuring secure transactions.

  • The total amount owed for each account is automatically pulled from the app’s records and displayed in the payment request.

  • If an account has multiple outstanding balances, the link will reflect the total amount due.

  • For assistance with batch payment requests or troubleshooting, contact your account manager.