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      1. CurbWaste Knowledge Base
      2. Billing

      Batch Credit Card Charge

      This feature allows you to process credit card payments across multiple customers and invoices simultaneously.

       

      This feature requires CurbWaste to enable after completing training. Please reach out to help@curbwaste.com if you are interested in learning more.

      Conditions

      1. Your customer(s) must have at least one credit card saved to their profile.
      2. You must be using PayEngine as your payment processor. If you are unsure of your processor, go to Billing → Processor → CC Transactions. Integration with PayEngine looks like the image below.

      3. The invoice(s) must be in the Posted tab.
      4. You must use the Filters Invoice Status = Open and/or Overdue and Payment Method On File = Credit Card in the Posted tab.

      Note: We will be adding this functionality for Payabli users later this year. 

      How to Batch Charge

      After the above conditions are met, you are ready to batch charge credit cards. Please note that the system can only handle up to 1,000 transactions at a time.  

      1. Using the checkboxes on the left, select the invoices you would like to charge. A counter will appear showing you the number of invoices selected and give you the option to select/deselect all.
      2. Then, click Batch Actions - Batch CC Charge.
      3. A popup window will appear asking you to input a Reference Number and tells you the number of invoices in the batch and the total value of the invoices. 
      4. A final confirmation window will appear warning you that the processing may take some time depending on the number of invoices in the batch. You can choose to hide this popup. 
      5. A progress bar will appear after you click "Confirm Batch Processing" 
      6. After the processing is done, a results popup will tell you the number of invoices that were processed successfully...


        ...as well as unsuccessfully.

      Unsuccessful Transactions

      If the card was processed but the transaction failed, the invoice will have a special $ icon with an X:

      If the credit card was not processed for whatever reason, the invoice will have a special card icon with a line through it: 

      Which Credit Card to Process?

      If your customer has multiple credit cards in their profile, which card will be selected for the batch payment? 

      Scenario 1: Customer only has 1 credit card

      • That credit card will be used in the batch.

      Scenario 2: My customer has multiple credit cards but none are set as the 'Default'

      • The most recently added credit card will be used in the batch.

      Scenario 3: My customer has one or multiple credit cards and one is set as the 'Default'

      • The default credit card will be used in the batch. 

      Scenario 4: My customer's Locations has a credit card

      • The Location credit card will be used in the batch if:
        • The Location has a payment policy
        • The credit card is different from the default credit card on the customer profile

       

       

       

      Updated: 2/25/25