When taking payments for multiple invoices from the same customer it would be great to be able take the whole payment at once rather than having the customer read their card number out multiple times.
Thank you for your feedback and for voting on the request to allow a single payment to be applied to multiple invoices.
We’re happy to let you know that this workflow is now possible through our recently released Combine Invoices feature.
You can now combine multiple invoices into a single invoice, which allows you to record one payment against the combined invoice. This achieves the same outcome when a client makes a single payment covering multiple jobs, while keeping your records organised and easier to manage.
How it works:
Select the invoices you want to combine
Create a combined invoice
Record the single payment against that invoice
This makes it much quicker to handle situations where customers pay multiple invoices at once.
Thanks again for your feedback and for helping us improve Formitize.
This request was merged into another request
Comments2
JJM Pest Management
Dec 13, 2024
for credit card payments
Prue Wernicke
Mar 12
Thank you for your feedback and for voting on the request to allow a single payment to be applied to multiple invoices.
We’re happy to let you know that this workflow is now possible through our recently released Combine Invoices feature.
You can now combine multiple invoices into a single invoice, which allows you to record one payment against the combined invoice. This achieves the same outcome when a client makes a single payment covering multiple jobs, while keeping your records organised and easier to manage.
How it works:
Select the invoices you want to combine
Create a combined invoice
Record the single payment against that invoice
This makes it much quicker to handle situations where customers pay multiple invoices at once.
Thanks again for your feedback and for helping us improve Formitize.