How To Process Bulk Payments – DropletFuel Blog

Often times a customer will have a balance due on their account, and send in a payment for a different amount. In this post we will walk you through how to handle this situation. There are several scenarios this applies to, including:

Customer sends in a check that does not match any particular invoice amount
Customer pays cash and would like the extra cash applied as a credit balance for future use
Customer has several open invoices and would like to charge a credit card for the entire open amount
Customer has a heating assistance credit that needs to be paid toward open invoices

Create a Payment

Start by going to the customer’s account. Scroll down to Payments, and hit the plus sign (+) to create a new payment.

Go to **Accounts>Create Payment** to create a bulk payment.

Choose the payment type, followed by the amount of the payment.

At the bottom of the screen, the most recent open invoice will show. If the amount of the payment is greater than this amount, you’ll have to decide where to apply the additional balance. Click ‘Add Split‘ to do this, then select from the drop down where you would like the additional dollars to be applied.

Use the drop down on the left to assign the remaining funds.

You can pay off multiple invoices, or simply add the additional funds to an account credit balance.

Once done, you can view the history of these payments by going to Account>Payments.

In this case, you can see the check payment of $1,500 was applied to an invoice in the amount of $1,184.29, and the remainder of $315.71 was applied to a credit balance.

For help processing payments, don’t hesitate to contact us as support@dropletfuel.com or 203-456-1012.