In this article, you will learn how to collect bulk payments for multiple invoices in Workiz.

Workiz allows you to collect payments for bulk invoices by either processing the payment yourself or having your customer process the payment from the client portal. 

Both options require you to be signed up with Workiz Pay. To learn more about signing up with Workiz Pay, please see this article.

Collecting bulk payments

Processing the payment yourself

1. Open a client profile page
2. Select Actions > Pay invoices
   
   
3. Choose the invoices you want to pay and select Continue

   If you previously disabled card payments for a specific invoice, that invoice will not be selectable for bulk payments. To make it selectable, open the invoice and re-enable card payments (i.e., select Send Allow client to pay with a credit card).

   
4. Enter the card details and select Pay
   Please be aware that:

   • You can only make process a bulk payment via credit/debit card.
   • You can only collect up to $5,000 when processing a bulk payment from the web app.

Bulk payments from the client portal

Workiz also allows your clients to pay for multiple invoices with a single, bulk payment through the client portal. The option to make a bulk payment will automatically appear when a client has two or more invoices with unpaid balances in their client portal. 

They will have the option to pay for individual invoices or all invoices.

What you will see

Notifications

If your clients make a bulk payment, you will automatically receive an email for each individual invoice that was paid. For example, if your client made a bulk payment for three invoices, you will receive three separate emails. 

You will also receive separate messages in the Message Center. 

Reporting

You will also have visibility of your bulk payments in various places on the Workiz web app. 

The Payments tab on your Workiz Pay dashboard will group the relevant invoices together and display them as a bulk payment. Rather than display the relevant job or invoice IDs, the Job ID column will instead read “Bulk payment.” You can see a breakdown of the individual invoices that comprise the bulk payment by hovering your mouse cursor over that part of the Payments table. 

The Payments report found on your Reports page will display each invoice individually, but will include a shared confirmation code that is automatically generated when making the payment. 

The payments sections for the relevant jobs and invoices included in the bulk payment will also display this confirmation code.