Bulk payments FAQ
Who: Staff who collect customer dues or pay suppliers.
How to use: Scan Quick answers → open the question → follow the real button names.
Start here: Bulk payments overview
Office select-bill: Sales payments · Purchase payments
Counter FIFO: Pay customer due
Quick answers
| # | Question | Short answer |
|---|---|---|
| 1 | Where is bulk payment? | Bulk Payments Module (enable in Settings → Features) |
| 2 | Pay customer invoices (choose bills)? | Sales Payments |
| 3 | Pay supplier bills? | Purchase Payments |
| 4 | Fast oldest-bills-first at counter? | POS → Pay customer due (FIFO) |
| 5 | Opening balance only? | Payment options → Opening Balance |
| 6 | Opening + bills together? | Payment options → Both |
| 7 | Cash + cheque in one payment? | Multiple Methods / Add payment method |
| 8 | Use return credit? | Select return → Apply to invoice / Apply to purchase → allocate |
| 9 | Use existing advance? | Use advance credit / Apply existing advance |
| 10 | Fix a wrong batch? | Manage Bulk Payments — edit/delete today; void past |
1. How do I turn the module on?
- Settings → General Settings → Features.
- Turn Bulk Payments module On.
- Refresh the browser.
- Sidebar shows Bulk Payments Module.
2. Sale payment — correct office flow?
- Bulk Payments Module → Sales Payments.
- Select Customer.
- Payment options → Sale Bills (or Opening Balance / Both).
- Enter Amount Received + method + date.
- Optional returns / advance.
- Show outstanding bills & payment allocation → allocate.
- Submit Payment.
Details: Sales payments
3. Purchase payment — correct flow?
Same pattern with Supplier, Amount Paid, Purchase Bills / Opening Balance / Both.
Details: Purchase payments
4. Can I pay opening balance only?
Yes.
- Select customer / supplier.
- Payment options → Opening Balance.
- Enter amount and method.
- Submit (no invoice rows required).
5. Can I pay opening balance and sale / purchase bills together?
Yes — choose Both.
- Money clears opening balance first
- Remainder goes to bills (manual allocate on office screens; FIFO on POS)
6. What is FIFO vs select-bill?
| Mode | Where | Behaviour |
|---|---|---|
| Select-bill (manual) | Sales Payments / Purchase Payments | You pick invoices and amounts |
| FIFO | POS → Pay customer due | System pays oldest open sales first (after OB when included) |
Accounting Sales Payments does not use Quick FIFO anymore — use POS for FIFO.
7. Multiple payment methods in one payment?
Yes.
- Choose Multiple Methods, or keep adding rows (Add payment method / Add method).
- Allocate each method’s total.
- One Submit Payment / Save & Print creates one bulk reference covering all slices.
Cheque / card / bank may require extra fields per method.
8. How does return allocate work?
Sales (office)
- Open Returns on Sales Payments.
- Tick return → Use credit → Apply to invoice (or Cash refund).
- Change Allocation to choose invoices.
Purchases (office)
- Select return → Apply to purchase.
- Allocate manually or use UI Auto FIFO.
POS FIFO
- Open Pay customer due.
- Under Return credit, select return(s).
- Credit applies to oldest dues automatically when you save.
Return credit usage is not a new cash receipt — it consumes return credit.
9. How does advance allocate work?
Use existing advance on bills
- Office: Advance Credit → tick use → Select Bills → allocate
- POS: tick Apply existing advance … (FIFO)
Create new advance
Pay more than remaining dues — leftover becomes advance on that payment method.
Advance-only apply (outside full bulk form)
Some contact screens can apply customer advance to oldest bills — still bill-linked credit usage.
10. Excess money — what happens?
If cash methods total more than the dues you allocated:
- Remainder is stored as advance (customer or supplier credit)
- Later you can apply it with advance allocate / POS apply advance
11. Why do “Sales due” and “Account due” differ?
- Sales unpaid / Sales due = open invoice totals
- Account due (ledger) = full ledger position (opening, advances, adjustments, etc.)
If they disagree, verify on Account ledger before collecting. Prefer collecting against real open bills + opening using Payment options.
12. Can I edit or reverse a bulk payment?
| Day | Action |
|---|---|
| Today | Edit Bulk or Delete Bulk |
| Past | Void Bulk (permission void past bulk payment) |
See Manage bulk payments.
13. Does POS Pay customer due pay the open cart?
No. Modal subtitle: old bills (FIFO), not this cart.
Pay or hold the current cart separately.
14. Installment / EMI?
Installment Module → Collect EMI Payment reuses the sales bulk / FIFO pipeline when Bulk Payments is on.
Common problems
| Problem | Solution |
|---|---|
| Menu missing | Enable Bulk Payments module + refresh |
| Permission denied | Role: bulk sale payment / bulk purchase payment / void past bulk payment |
| Cannot over-allocate a bill | Cash + advance + return on one bill cannot exceed that bill’s due |
| Empty payment groups | Allowed only for return-only / advance-only settlements |
| Walk-In | Use a registered contact |
| Cheque error | Complete cheque number, date, bank fields |