How to Add or Remove an Invoice from a Batch

Applies to: ConnectWise Manage, Datto Autotask PSA, Xero and QuickBooks Online

When managing invoices in batches you are able to:

  • Remove Invoices from a Batch Payment 
  • Add an Overpayment (available if you remove an invoice from a batch)
  • Add Invoice (available if you remove an invoice from a batch)

Here's how to do it: 

  1. Create a Batch Payment

  2.  Click Actions then select Remove From Batch

  3. Click OK to confirm 

  4. Choose whether you will:

a) Apply funds to an outstanding invoice by clicking Add Invoice

b) Add an Overpayment for the remaining amount

Note:

To learn more about Adding Invoice and Adding Overpayment, see How To Handle Overpayments

P
Paul is the author of this solution article.

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