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


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

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