V3 Invoice List Screen - Bulk Charge Credit Cards

From the Invoices screen, you can charge credit cards in bulk. Any Invoices that are set to be paid by credit card will appear under the Invoices to charge filter. Invoices appear on that filter because the Client's default payment method is set to a credit card type or because an individual Invoice was set to be paid by credit card. In any case, you can easily charge one or more Invoices with just a few clicks.

Note: You can charge cards from any filter on the Invoices Screen regardless of the payment method on the Invoice. If you accidentally charge an Invoice without a credit card on file, it will remain under the Failed charges filter until a Payment is allocated to that Invoice.

To charge credit cards in bulk from the Invoice screen, follow these steps:

  1. Go to Accounting > Invoices.
  2. Click All saved filters.
  3. Select the Invoices to Charge filter. 
  4. Check the box next to one or more Invoices to reveal the Actions menu.
  5. Click Charge Cards


To see any Invoices where the charges failed, select the Failed charges filter from the list of common filters and make sure the "Failure reason" column is selected in the table. 

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