Bulk payments

Customers

After generating Customer Statements for a Nursing Home and the associated Customer Balance List report, you can use Bulk Payment to pay the full outstanding balance in a single payment.

Create a bulk payment for a nursing home

  1. From , click Customers > Bulk Payments.

  2. Set the As Of Date.

    This is the date on the last customer statement.

  3. Set the Payment Date.
  4. Select the relevant Nursing Home.
  5. Select the Payment Method.

    Bulk payment methods: bank transfer, bpay, card, cash, cheque, direct debit

  6. (Optional) Enter the Payment Reference.
  7. Tap Generate to calculate the balance.

  8. In the confirmation dialog, tap Accept to process the payment.

    — or —

    Tap Reject to return to Bulk Payments.