How to Upload & Send an Invoice Batch


To send a batch of pay by text messages (texts with payment links for amounts owed) to a large list of people, follow these steps: 

  1. Payments > Batch Import
  2. Batch Import Button
  3. Upload excel file (Use the template provided in this window to format the file first)
  4. Next Step
  5. Match up all of the headings using the drop down menus above each column
  6. Name the batch
  7. Set the start and end date
  8. Next Step
  9. Success / Upload Results Screen shows how many contacts were uploaded for the billing batch with valid mobile phone numbers.
  10. Either Save to launch later or Save and Launch to send the messages out right away 

Note: The batch will go out 10 minutes after batch is sent.


All "Bad" numbers, i.e. landlines or otherwise invalid contact records will appear in Payments > Batch Reports, which you can access later and use to update your contacts. Click on the number inside the Bad Data column to view and export a detailed table of the contacts that did not successfully upload. 



Was this article helpful?
1 out of 1 found this helpful