Bulk Customer Payments


Bulk payments from your customers allow them to pay off several invoices at once.  

 

Both QuickBooks Online users and Xero Accounting users have the ability to add payments to supplier invoices within the accounting application and then synchronize the information over to Dear Inventory or add payments in Dear and sync them to your accounting software. Xero users need to ensure the correct payment settings are enabled, QBO users will sync payments automatically. 

 

Prerequisites:

  • (Xero Users) Set up correct payment parameters (necessary)

  • Have outstanding invoices for at least one supplier (necessary)


  1. Setup payment Parameters

  2. Apply bulk payment



Set up payment parameters

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Before you are able to apply payments in DEAR Inventory, you will need to make sure that you have set up the right payment parameters and that payments created in DEAR Inventory can be pushed out to Xero. 

 

To correctly set up Xero payment parameters:

  1. Navigate to Integration -> Xero

  2. Check that Xero Payments are either set to Synced in both ways or Pushed to Dear






Apply bulk payment

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To apply the bulk payment:

  1. Navigate to Sale -> Bulk Payment

  2. Select a Customer from the dropdown menu

  3. Select the Period you would like to view for the invoices that are due

  4. Click Show Due Invoices

 

  1. If the currency of the customer is different to your own base currency, you will also be required to provide a Conversion Rate

  2. Select a Payment Date

  3. Select the Account to which the payment is to be made

  4. Provide a reference (optional)

  1.  Enter the Amount to be paid by the customer. The total outstanding amount is shown at the bottom of the table of outstanding invoices. To manually specify which invoices are paid, click the Pay Amount field for each invoice and enter an. The remaining unallocated payment is shown to the top right of the table. 

  2. Click Pay to confirm the payment and create it for Xero.

  3. Synchronize that payment transaction by hovering the mouse over Xero Sync and the company name and then clicking the Sync Now button.