Bulk Payment
Register a single payment against multiple invoices at once in Sixième Étoile — multi-select, amount allocation, and agency settlement workflows.
Overview
The Bulk Payment feature (screen E-05) lets operators close multiple outstanding invoices in a single operation. This is the standard workflow when an agency partner or corporate client settles their account with one bank transfer covering several invoices.
When to Use Bulk Payment
Use bulk payment when:
- An agency sends a monthly settlement covering all invoices for the period.
- A corporate client batches several trip invoices into one wire transfer.
- You need to record a lump-sum payment and allocate it across multiple open invoices.
For single-invoice payments, use the standard Register Payment flow instead.
Step-by-Step
1. Select invoices
From the Invoice List (screen E-01), use the checkboxes on the left of each row to select the invoices you wish to settle. Only invoices with a balance outstanding (SENT, PARTIALLY_PAID, or OVERDUE status) are selectable.
Tip: Use the Filter panel to narrow the list by client or date range before selecting. This makes it easier to select all invoices from a specific agency for a given month.
2. Open the bulk payment dialog
Once you have selected two or more invoices, the action bar at the bottom of the screen activates. Click Register Bulk Payment. The Bulk Payment dialog (screen E-05) opens showing:
- The list of selected invoices with their individual remaining balances.
- The total amount due across all selected invoices.
- Input fields for the payment details.
3. Enter payment details
| Field | Required | Description |
|---|---|---|
| Total amount received | Yes | The single amount transferred by the client. |
| Payment method | Yes | Typically bank transfer for agency settlements. |
| Payment date | Yes | Date the transfer was credited. |
| Payment reference | No | Bank transfer reference or client payment ID. |
| Notes | No | Internal note for reconciliation purposes. |
4. Review allocation
Sixième Étoile displays how the received amount will be distributed across the selected invoices before you confirm. Allocation follows these rules:
| Scenario | Allocation behaviour |
|---|---|
| Received amount equals total due | All selected invoices are marked PAID. |
| Received amount is less than total due | Invoices are settled in ascending date order (oldest first) until the amount is exhausted. Remaining invoices are untouched or partially settled. |
| Received amount exceeds total due | All invoices are marked PAID. The surplus is flagged as an overpayment on the last invoice in the batch (same handling as a single overpayment). |
5. Confirm
Click Confirm Bulk Payment. The system:
- Records individual payment entries against each affected invoice.
- Updates each invoice status (
PAIDorPARTIALLY_PAID). - Groups all entries under a single payment batch reference (e.g.,
BULK-2026-0017) for Finance Hub reporting.
Allocation Example
Agency "Prestige Events" — May 2026 settlement
Transfer received: €3 800,00 on 2026-05-31
Selected invoices:
FAC-2026-0088 Due: 2026-04-30 Balance: €1 200,00
FAC-2026-0095 Due: 2026-05-15 Balance: €850,00
FAC-2026-0102 Due: 2026-05-31 Balance: €2 100,00
Total due: €4 150,00
Allocation (received < total due → oldest-first):
FAC-2026-0088 → PAID €1 200,00 (settled in full)
FAC-2026-0095 → PAID €850,00 (settled in full)
FAC-2026-0102 → PARTIALLY_PAID €1 750,00 (settled partially; remaining €350,00)
Batch reference: BULK-2026-0017Finance Hub Integration
Bulk payment batches appear in the Finance Hub Payment Tracking view (screen LA-03) as a single collapsed line item. Expanding the batch reveals the individual invoice payments within it. The receivables aging view (screen LA-02) updates immediately to reflect the reduced outstanding balances.
Editing or Reversing a Bulk Payment
To reverse a bulk payment (for example, if the transfer bounced):
- Open any invoice that was part of the batch.
- In the payment history section, locate the payment entry linked to the batch reference.
- Click Delete payment entry.
- Repeat for each invoice in the batch, or contact your system administrator if the batch has many entries.
There is currently no single-click "undo batch" action. Reversing a bulk payment requires removing the individual payment entries one by one.
Practical Tips
- Match by client first: always filter the invoice list by client before selecting. Mixing invoices from different clients in a single bulk payment makes reconciliation harder and may cause confusion in Finance Hub reporting.
- Use the reference field: always paste the bank transfer reference from your bank statement. This creates a direct audit link between the platform record and your bank reconciliation.
- Communicate shortfalls immediately: if the client's transfer is short, contact them before confirming the allocation. It is easier to chase the remaining amount before the payment is recorded than to adjust afterwards.