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 entering the payment yourself or having your customer process the payment from the client portal online. 

Bulk payments via credit/debit card 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 the Invoices tab
3. Select Pay unpaid invoices
   
   
4. Choose the invoices you want to pay and select Continue
5. Choose your payment type: Card payment or offline check
   
   
   Please be aware that:

   • You can only process a bulk payment via credit/debit card or offline check
   • You can only collect up to $5,000 when processing a bulk payment with a card from the web app
6. Enter the card or check details and select Pay

Bulk payments from the client portal

Workiz also allows your clients to pay for multiple invoices with a single, bulk payment using a credit/debit card 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. If the payment was made using a credit/debit card, this confirmation code will be automatically generated. If the payment was made using an offline check, the confirmation code you entered during payment will be displayed here instead.

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