This guide will walk you through the process on running bulk payments in Therapy iQ. With bulk payments, you can process multiple client invoices at once. Please note that each client must have a valid credit or debit card saved on file. Click Here to Learn How to Add a Card to a Client Profile.

Select Reporting iQ from the Navigation Bar.

Select Invoice Aging. You will be directed to the Invoice Aging report.

You have the ability to apply filters if needed from the +Add filters button. Additionally, you can select the Service Date(s) to filter by a date range.

Select the Invoices that you want to collect payment for and select Run Payments.

If an error occurs when collecting payments, it will appear in a pop-up message explaining the cause and why it was not collected.

Error messages are delivered directly from Stripe Payment Processing.

If payments are processed successfully, a message will appear at the bottom of the screen. Invoices processed successfully will then be removed from the aging report and can be reviewed in the Transaction Ledger.