Taking the Payment

Once you're happy with the total on the Resolve outstanding balance card, select Record settlement payment. This opens the same Receive Payment popup you'd see anywhere else in URBI you take a payment, just pre-filled for this settlement.

At the top, it shows you what you're about to clear: how many accounts this payment settles, the same breakdown of outstanding invoices and not-yet-invoiced charges you already saw in the preview, and the total. You don't retype the amount. It's fixed to the total from the preview, so there's no risk of collecting the wrong number by mistake.

From there, fill in the usual payment details:

• Payment Date
• Payment Method - Bank Transfer, Check, Cash, Credit Card, ACH, Interac, Apple Pay, Google Pay, or Other, the same list you'd see recording any other payment.
• A reference or note, if you want one on file for this payment.

Confirm, and one payment is recorded that settles every account in the group at once. You don't have to record separate payments for the departing account and anyone else who was ticked as also leaving.

After it posts, the balance is read back from the server rather than assumed to be zero. If somehow it isn't fully cleared, for example someone else changed something on the account in the meantime, you'll be told so you can refresh and try again rather than the transfer silently treating an unpaid balance as settled.