Overview
The batching feature in Quickly allows you to request early payment on multiple invoices simultaneously. This can save time and improve cash flow by reducing the administrative burden of handling individual invoices.
Additionally, batching invoices for early payment requests results in significant cost savings by applying just one deployment fee per transaction, regardless of the number of invoices included. This guide will walk you through the steps to request early payment on multiple invoices using batching.
Step-by-Step Guide
Step 1: Log into the Quickly App
Step 2: Navigate to the Invoices Section
From the main menu, locate and click on the "Invoices" section at the top of the screen.
You can choose either column view or card view to display your invoices.
Step 3: Filter Eligible Invoices
In the "Invoices" section, make sure to select the "Eligible for Early Pay" button found in the table header. This button functions as a quick filter to display all invoices eligible for early payment.
Step 4: Select Multiple Invoices
Use the checkboxes to select multiple invoices that you want to include in the batch. Ensure you select all invoices for which you want to request early payment.
Step 5: Batch the Invoices
Once you have selected the invoices, click the "Review" button, typically located at the top or bottom of the page, to group the selected invoices together.
Step 6: Review and Request Early Payment
Review the summary of your early payment request.
Complete the request by clicking "Request Early Payment."
You will receive a confirmation once your request has been submitted successfully.
Requesting early payment on multiple invoices with batching in Quickly is a powerful tool to enhance your cash flow management. By following these steps, you can efficiently handle multiple invoices and ensure timely payments.
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