Ability to pay multiple invoices under an organization
🔍 Problem Statement
In Pelcro, there is currently no way to mark multiple invoices as paid using a single offline payment. This makes it difficult and time-consuming for users to reconcile offline payments (e.g., bank transfers, checks) against outstanding invoices.
💡 User Story
As a Pelcro user,
I want to use a "Pay invoices" workflow to apply an offline payment to outstanding invoices
so that I can efficiently reconcile payments and accurately mark the relevant invoices as paid.
🎯 Definition of Done (DoD)
A “Pay Invoices” button is added to the Organization view when the org has at least one unpaid invoice.
Clicking the button opens a new “Pay Invoices”
modalthat includes:A list of all open invoices for that organization.
Ability to select all or select specific invoices.
Display of: invoice number, amount due, currency, due date.
After confirming the invoices, a modal to enter offline payment details appears:
offline payment category (bank transfer, check, cash, etc)
payment_reference
amount (auto-calculated → sum of the amount due of selected invoices; non-editable)
UI validation preventing submission if:
No invoices are selected
Do we allow partial payments?
No. Amount in the "Offline Payment" modal is the sum of the amount due on the selected invoices.
Log in to comment and vote
No comments yet
Be the first to share your thoughts.