INTRODUCTION
Feature Summary: Process invoice payments with the Collect Payments tool.
Use Cases: System users manually collect payments on invoices generated by the Batch Billing tool.
A different article shows system users how to configure batch billing settings, generate invoices, and automatically collect payments at the same time by enabling the Generate Invoices & Collect Payments option.
This article shows system users how to manually collect payments after sending invoices with the Generate Invoices Only option.
PREREQUISITES
Enable the Batch Billing add-on and complete the setup process. Use the Batch Billing tool to generate invoices.
System users cannot use the Collect Payments tool to process voided or failed payments. In those cases, the system user could use the manual Pay feature to process a payment on the admin side.
SETUP REQUIREMENTS
Generate invoices with the Batch Billing tool and the Generate Invoices Only option.
On the Batch Billings page, click the Details tab.
Click the Collect Payments button and then Yes in the confirmation popup.
Scroll down the Details table to see the results.
Click the Invoices tab to check the status of each member's invoice. In the screenshot below, one payment is pending (the member does not have a payment profile).
