Ready to elevate your payment effeciency and save time? Explore the realm of Bulk Payments, a feature designed to streamline the processing of multiple customer invoices at once. Before delving into this effective tool, here are some essential points to note:
Key Points about Bulk Payment:
Exclusive to retail cards (Amex, Visa, Mastercard, Discover, Avcard & Multiservice)
Customer invoices must be in 'Ready' status (except for Direct Bill Invoices)
Direct Bill invoices must be in 'Processed' status
Now, let's unlock the potential of Bulk Payment:
Navigate to Accounting > Invoice.
Click on 'Bulk Pay' situated at the top right corner of the Invoice List page.
After clicking 'Bulk Pay' the system will redirect you to another tab and take you to the X-1 Hub. This Hub will be recognized by users accustomed to the ADB Settings and Accounting-Hub.
Once in the X-1 Hub, paying for your invoices in bulk is a breeze:
Start by locating the customer
If needed, the ability to filter out specific tail numbers from the customer's fleet is available.
Select the invoices you wish to pay for, and watch them populate in the Bulk Pay Summary.
Select your preferred Payment Method
If a customer has a card on file, it will appear in the Credit Card drop-down.
Don't have a saved payment method? No worries! Easily add a new one.
Need to review invoice details without going back? Simply click on the arrow for instant access.
Save time on future payments by opting to 'Save this card for future payments' when inputting card information.
Execute the payment by selecting 'Pay'.
Upon completion of bulk payments, effortlessly locate them within the 'Done' tab of Accounting > Invoice.
Wondering how to confirm your invoice was processed through bulk payment?
Navigate to Accounting > Invoice.
Access the 'Done' tab to locate the desired invoice.
Open the invoice to find confirmation of payment via Bulk Pay beneath the total.
Voiding and Refunding Invoices Paid in Bulk
Refunds: Should you wish to refund an invoice paid via Bulk Pay, the refund procedure remains unchanged. You can initiate a refund for the specific invoice without any impact on other invoices paid within the same bulk transaction.
Voids: When opting to void an invoice, this action will cancel the payment associated with the bulk payment, thus returning all invoices included in that bulk payment to a Ready status. Prior to proceeding with the void, it's important to note that the system will generate a warning message to notify the user of this upcoming action.