Auto-Collecting Multiple Payments At Once - Finally!

Up until now, you could always collect payments a few different ways (the "quick collect" method, by expanding the rows of the payments due screen entering your payment info and clicking Post, or selecting Payments -> Collect Payment from the top toolbar, etc.) but you could really only collect one payment at a time.  Now, we're offering a way to automatically collect multiple payments with one process!

Here's how it's done.  Select the Payments toolbar, and choose Payments Due.  You'll see the familiar list of outstanding payments.

We've added a new button to the toolbar, which we're calling the "MultiPay" button:

Before you click it, though, you'll need to specify which payments you're collecting.  To do so, just check the box next to the payments you wish to auto-collect:


If you need to make adjustments the payments, click a payment row to expand it. You can override the payment amount, the received date, payment method, etc. just as you would do so if you were collecting a single payment.  If you want to enter a check # or comment about the payment, this is where you do it.

If you don't need to make any adjustments to the payments before you collect them, and wish to collect the full amounts, and for a received date of today, then you don't need to do anything further - just click the Multi-Pay button above.

When you click the Multipay button a warning message appears:

Click OK to continue, and the auto-save process will commence.  When complete, a message will appear:

And that's it - you're done!  The payments will be automatically collected, and (if applicable) an income accounting entry will be recorded for each payment.  If the payments have been collected in full, they will of course clear from the payments due list.  All payments will be recorded in the payment history tab.