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Bulk Payment Processing

The system allows you to bulk process payments for all customers that have a credit card on file and associated with an invoice.  You need to search your invoices by the payment method Credit Card before you can charge any invoices.

  • The invoice must have a credit card associated with it.  You can either add the credit card to the invoice directly or add the credit card to the order before you create your invoices.

  • Add the payment method credit card as a filter and search. The system will only return invoices that have a valid payment method.

  • Select the invoices you want to charge by clicking on the check box next to the invoice or select all.  Once you selected your invoice(s), click on Charge Selected.

  • You will get a pop-up asking you confirm you want to bulk process the credit cards. The system will take you to a confirmation page with the results.

  • You will see all the successful and failed transactions. You may need to contact your customer to correct any of the errors.