Multi-Invoice Payments with Cyncly Pay

When needing to pay multiple invoices with one credit card transaction, the Multiple Payment feature in RFMS may be used. This tool can be found by going to Accounting > Accounts Receivable > Multiple Payment.

Once this tool is launched, follow the steps below to process the payment:

1. Filter down orders
2. Tag orders that will be paid
3. Adjust the amounts to be paid for each order
4. Check the "Cyncly Pay" checkbox
5. Click the green payment button in the action menu
6. Enter any applicable billing details on the checkout page that is launched
7. Enter credit card information, use a saved token, or use a credit card terminal to process the payment
8. Print/Save PDF receipt created for transaction

Important!

• FEES: For multi-invoice payments, the entire fee for the transaction is posted to the first order in the list. Because the fee is not applied to individual job costs, this will not affect profit margin for any of the jobs. The fee is simply used as a deduction during time of posting bank deposit. 
• VOIDS/REFUNDS: Same-day voids on a receipt that was part of a multi-invoice payment will result in the entire transaction being voided. All receipts in the RFMS system that were part of the transaction will be voided also. After the initial payment date, receipts can be refunded individually with no effect on other receipts.