Mass payments from clients

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Multiple payments from clients can be created according to existing invoices and linked with them.

1. To open Mass Payments window, open Payments from Clients window first, and then click Mass Payments button (shortcut Alt+M).

2. This will open Mass Payments window:

•	Select the clients, whose invoices you wish paid, by double-clicking check box in front of this client.

•	Use Local Client Filter to select clients by certain criteria. The controls of this filter are the same as those of regular Local Custom Filter.

•	Select check box One Payment per Invoice if you wish a separate payments to be created for each client invoice.

•	Select Phantom Payments check box to generate phantom payments.

3. After selecting the required clients and setting up mass payment options, click Generate button. The program will begin creating payments. The process will be indicated by a progress bar.

4. Once all specified payments have been generated, Mass Payments window will display the number of new payments, created per each client.

5. You can adjust Local Client Filter and check box settings and generate another set of payments.

Note: Once the payments have been generated, they can be opened and edited in Payments from Clients window or Payments tab of Client window.

Note: To quickly select multiple clients by certain criteria, first apply Local Client Filter. After clients in the list have been filtered, click Select All button.