How to Create and Manage Grouped Payments

What are Grouped Payments?

Managing overdue payments can be challenging. Grouped Payments are links that enable contractors to pay multiple invoices with a single payment. By consolidating outstanding payments, you can send one link instead of multiple payment requests. Grouped Payments support various methods, such as credit cards, bank transfers, and ACH transactions, offering flexibility for your customers.

Benefits of Grouped Payments

1. Simplified Payment Process: Streamline the payment experience for you and your customers, increasing the likelihood of timely payments.
2. Reduced Administrative Burden: Save time and effort by managing fewer payment requests, freeing up resources for other business activities.
3. Improved Cash Flow: Prompt collection of overdue payments enhances your company's financial stability.
   
   

Steps to Create a Grouped Payment

1. Navigate to Finance:

   In the navigation bar, click on Finance.

2. Search for Customer:

   In the Finance section, click on the search bar and search for the customer you wish to create a grouped payment for.

3. Set Order Filter:

   Set a filter to only show completed orders. Click on the Status tab to see a list of filters. Select Order Completed from the Status drop-down menu.

4. Select Orders:

   Click the checkbox next to the orders you wish to include in the grouped payment. Multiple orders can be selected and placed into a grouped payment.

5. Create Grouped Payment:

   Click the Payments drop-down menu in the top right corner and select Create Online Grouped Payment from the Payments drop-down.
   
   Note: Offline Grouped Payments are accessible in this section as well. These can be used to apply payments of cheque or cash against multiple orders in a similar fashion.

6. Verify and Proceed:

   Verify the orders you've selected are the ones you want included in the grouped payment. You can click the garbage bin icon to remove unwanted orders. Click next to proceed. 

7. Confirm Contact Details:

   In the pop-up, confirm the email address and phone number you wish to send the grouped payment to. The SMS invitation checkbox allows you to choose if you send the link via text message as well. If the checkbox is unchecked, no SMS will be sent.

8. Send Grouped Payment:

   To send the grouped payment link, click Send.

Managing Grouped Payments

• View Grouped Payments:

  Now that the grouped payment has been sent, you can view it in the Grouped Payments tab. The Orders column will show which orders are included in the payment link.

• Customer Perspective:

  To view what the payment link looks like from the customer perspective, click on the link in the ID field.

• Cancel Grouped Payment:

  If you wish to cancel a grouped payment, click on the three dots next to the grouped payment. Then click Cancel to void the payment link.

By combining multiple outstanding orders from the same contractor, you can streamline your process, get paid faster, and offer your customers a smoother, more convenient payment experience.