How to collect payment for invoices in bulk?

Modified on: Wed, 19 Oct, 2022 at 7:24 PM

Scope

How to collect payment for invoices in bulk?

How to collect payments for multiple invoices?

How to perform the bulk operation to manually collect payment for invoices?

How to collect payment for payment due and not paid invoices using the import and export option?


Summary

Bulk Operations allow you to perform an action for multiple records in one go. It uses a CSV upload method for inputs, which will contain a list of the new data (with the desired changes) that you’d like to perform.


A quick instruction to collect payment for invoices

  • Go to Settings > Import & Export data > Choose a bulk operation > Choose an Operation > Invoices & select the Collect Payment for invoices and click 'Proceed'

  • Download the sample CSV file

  • Update authorization_transaction_id & payment_source_id mapping the invoice id and the amount

  • For the current data, you can export it from the Invoice Index page

  • Import the CSV file to carry out the action

Solution

Step 1: To perform this action, navigate to Settings > Import & Export data > Choose a bulk operation > Choose an Operation > Invoices > Collect Payment for invoices > Proceed.


Step 2: Download the sample CSV file 



This file will contain sample records that you can replace with your own records (Refer to Step 3). 

Note: The data needs to be added to the sheet in the same format as the sample data.

Step 3: To export the current customers' data, you can export it from the Customers Index Page.

Navigate to the Invoices & Credit Notes > Invoices Index page, and then click 'More Actions > Export Customers CSV'.

This sheet will give your actual invoice data to update on the sample sheet referred on Step 2.

Step 4: Manually update payment details such as authorization_transaction_id & payment_source_id mapping the invoice ID and the amount for customers on the sample sheet CSV file.


authorization_transaction_id & payment_source_id are used collect payments forpayment_due and not_paid invoices. If no payment methods are present for the customer or if the payment is unsuccessful, the corresponding error will be thrown.

Passauthorization_transaction_idto capture the already blocked funds to collect payments. Note, that if the invoice due amount is greater than the authorized amount, the invoice status is returned as payment_due.

authorization_transaction_id: Authorization transaction to be captured.
payment_source_id: Payment source to be used for this payment. Refer to this link for more information

Step 5: Drag and drop your data file into the web interface:



Once you've added all the information and the data file is ready, upload it. 

If you face any errors after uploading the file, please refer to this link Bulk Operations for more information.

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