Invoicing - Paying for Multiple Invoices

A guide for printIQ users

What is this feature?

The multi-invoice payment feature lets you pay several invoices for the same customer in a single transaction. Instead of processing each invoice separately, you select the ones you want, click a single button, and pay them all at once. The feature is available from two locations for internal users and one location for customer users, and the payment process is the same regardless of where you start.

Why would I use it?

• Save time by settling multiple invoices in one transaction instead of paying them one by one.
• Give customers a convenient way to clear their account balance from the Customer Portal without needing to contact your team.
• Keep your finance team's workload manageable by reducing the number of individual payment actions required on busy accounts.

How does it work?

You select one or more invoices from a list, click the payment button for that location, and printIQ takes you to a single Payment screen.



A summary of all selected invoices appears on the right-hand side, showing the total amount due. You complete the payment once, and printIQ updates every selected invoice. The available payment options on that screen depend on your printIQ configuration and the payment integrations your organisation has enabled.

Which invoices get included?

An invoice can be included in a multi-invoice payment if all of the following are true:

• The invoice belongs to the customer you are processing payment for.
• The invoice is visible and selectable in the location you are using (Manage Invoices board, Customer Dashboard, or Customer Portal).
• The invoice has not already been paid.

Where can I take payment?

There are three locations. The payment process is identical once you reach the Payment screen.

Manage Invoices board (internal users)

Navigate to the Manage Invoices board, multi-select the invoices you want to pay (they must belong to the same customer), and click "Take Payment".

Customer Dashboard (internal users)

Open the relevant Customer Dashboard, from the Invoices tab select the invoice or invoices you want to pay, and click "Pay Selected Invoices".

Customer Portal (customer users)

From the Invoice tab on the Customer Portal, select one or more invoices and click "Pay Selected".

What happens after payment?

1. Each invoice is updated to a paid status: printIQ marks every invoice included in the transaction as paid.
2. A payment confirmation is shown on screen: you see a confirmation message immediately after the transaction completes.
3. A receipt or remittance can be issued: if your setup is configured for it, a receipt or remittance can be sent to the customer.

What about the invoice summary panel?

Each invoice in the summary panel on the Payment screen can be expanded to show its individual line items. Click anywhere on the invoice row to expand or collapse it. This lets you confirm the detail of each invoice before completing the payment.

Settings to know about

Invoicing - Paying for Multiple Invoices didn't work. What should I check?

The invoices belong to different customers.

Multi-invoice payment on the Manage Invoices board requires all selected invoices to belong to the same customer. Deselect any invoices from different customers and try again.

The payment option I expect is not showing on the Payment screen.

The options on the Payment screen reflect the payment integrations enabled in your printIQ configuration. Check with your system administrator that the relevant integration is active.

The "Pay Selected Invoices" or "Pay Selected" button is not visible.

Make sure at least one invoice is selected. The button appears once a selection is made. If it still does not appear, check with your system administrator that the feature is enabled for your site.

Still not seeing the expected behaviour after checking the above?

Reach out to your system administrator or the printIQ support team for a closer look at the configuration.