Payment groups
Bundle several payments under one name and attach them to a booked invoice in one go.
Last updated on
A payment group bundles several incoming payments under one name, so you can attach them to a booked invoice in one go. Handy if you only want to reconcile at the end of the day or of an activity.
Examples:
- Closing a till shift: all card payments of the day are in one group. You attach them to the daily revenue invoice.
- Invoicing an activity: participants pay online in advance. When booking, you attach the whole group to the invoice.
- A reservation with deposit and balance: deposit and final payment are in one group and are assigned in one go.
The rules
- A group has the status Open (not yet attached) or Assigned (already attached to an invoice).
- A group has no customer of its own. The customer follows from the invoice you attach the group to.
- You can only move the payments in a group together. You cannot attach an individual payment from a group to another invoice.
- You can only attach a group to a booked invoice. Draft invoices can still change or disappear.
Attach a group to an invoice
Open the payment groups
Go to AdministrationPayments and look under Payment groups. By default the list only shows open groups. Change the Status filter to also see assigned groups.
Choose Assign
Open the action menu (three dots) on an open group and choose Assign.
Choose the invoice
Select the booked invoice the whole group should be attached to.
Confirm
Click Assign in the window. All payments in the group go to that invoice in one go, and the group gets the status Assigned.
You can also do it from the invoice. There, choose Assign payment in the action menu, go to the Payment groups tab and click Assign group.
What happens next?
An assigned group appears on the invoice PDF as one line with the total of the group. You expand the individual payments in the payment overview of the invoice. You see the group itself again in the details of each payment in it.
If the group contains a Mollie payment that already exists at Mollie, Sync appears next to Assign. That action fetches the current data of all suitable payments in the group at once. This helps if you are unsure about the status or a notification was missed. You can remove an empty group with Delete.
How do payments get into a group?
Your till or activity system can pass a group name when it creates a Mollie payment. Tillor then creates a group itself, or uses an existing open group, and puts the payment in it. The fields for this are in Mollie metadata.