"How to" Create a Batch payment

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In Zupply, a batch payment lets you make multiple payments at once instead of one by one. This saves time and simplifies managing payments to various vendors or suppliers. You must have your customer’s credit card details saved against their client card under billing settings to be able to process a payment. 

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Follow the below steps to create a “Batch payment” in your platform;

1. Go to “Cash flow”
2. Select “Batch payments”
3. Select “Add group”

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1. Enter in the “Name” of the Batch payment
2. Using the drop down select the “Client or type in
3. Once you have the client name select “Add client”some text
   1. You can add as many clients to batch payment as you like
4. Once you are happy with the details select “Create”

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To make a payment for the clients in the Batch payment group;

1. Select “Make payment”

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Once the screen opens to “Make a batch payment” you can;

• Select a “date from” to “Date to” to capture invoice unpaid for that time period
• See which client has a credit card saved under the “Billing details” of their file & who you need to add a card to
• You can change payment amounts in the “Payment amount” field
• You can “Delete” a payment by selecting “Delete” at the end of the row for the customer you would like to remove

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Once you are happy with any updates you have made;

1. Select “Proceed payment”

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Your “Batch payment will either;

• Process and “Status” will be completed (In green) - Which means no further action required as the payment was successful or 
• “Completed with errors” (in orange) - Which means there were errors with the payment. To understand what those errors are, download the “PDF” or “Excel”
• The downloaded document will advise what the issue is for you to fix the error

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Here is an example of the error report - In this example, No credit card details were provided. 

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Once you add the credit card details to the payment or the customer “billing details”

1. Select “Reprocess” on the payment