Group Invoicing

Send multiple payment links by uploading an Excel file in the Merchant Portal. For example, prepare a monthly batch of customer invoices with their email addresses and payment amounts instead of creating each invoice individually.

Navigation

Sign in to the Merchant Portal with your Merchant user account.
Open Payments → Group Invoice.

Create a group invoice

Click Create Group Invoice.

Payment Details

Enter a name for the group invoice, such as Travel group.
Select an outlet and a supported transaction type.
Click Next.

Upload Customer Details

Download the Excel template from Upload Customer Details. Complete the customer details, item descriptions and other fields specified in the template.
Check the spreadsheet rules listed in this section before uploading.
Drag and drop the completed file into Upload, or click the upload field to select a file from your computer.
Click Next to continue.

Use a file that meets these limits:

Requirement	Limit
File format	`.xlsx` or `.xls`
File size	Maximum 10 MB
Records	Maximum 100

The Portal validates the spreadsheet entries on upload and reports data inconsistencies.

Follow these spreadsheet rules:

Keep existing column headers unchanged.
Complete every field marked mandatory.
Match each value to the format and type specified in the template.
For additional items, add description, quantity and amount columns for each item, using the header pattern in the template.
Keep the Reasons for failure column and leave its cells empty.

The existing example uses these headers for 3 items. Check them against the current downloadable template before preparing the upload:

Item	Description column	Quantity column	Amount column
0	`Items 0 - Description`	`Items 0 - Quantity`	`Items 0 - Amount`
1	`Items 1 - Description`	`Items 1 - Quantity`	`Items 1 - Amount`
2	`Items 2 - Description`	`Items 2 - Quantity`	`Items 2 - Amount`

Configure email

Select an email template to prefill the subject and message, or enter a subject and message without a template.
Review the message and the email addresses in the spreadsheet.
Click Send email to send emails to the addresses in the spreadsheet.

Invoice list for a group invoice

Review the invoice indicators to check creation results. Successful invoice creation does not confirm that the customer has paid.

Colour	Meaning and action
Green	Invoice creation succeeded. Select the invoice ID to review payment details.
Red	Invoice creation failed. Use the information icon beside the invoice to review the reason.

Review the failure report

If spreadsheet values or formats are invalid, a failure report records the reason for failure against each affected row. Review these reasons to identify the entries that need correction.

View list of group invoices

Review existing groups on Manage Group Invoices. The indicators distinguish import and invoice-creation results:

Colour	Meaning
Green	Import succeeded, and the Portal created invoices for all records.
Amber	Import succeeded, but the Portal created invoices for only some records.
Red	Import failed.

View group invoice history

Click on the Actions icon beside an entry in the Manage Group Invoices page to view additional details: