Lump-Sum Payment No Invoice List Email Template

Use this page when the payer has made a single bulk or lump-sum payment, but they did not provide the invoice list that explains how the total should be allocated across open balances. This is not the same as a payment reference matching multiple invoices. In a lump-sum case, the payer may have deliberately paid several invoices at once, but your team still cannot close them out because the allocation logic has not been shared. That makes the page especially useful for month-end clears, group settlements, or treasury-run payments. The email should ask the payer to provide the full invoice list, the applied amount per invoice, and any excluded or short-paid items that remain open after the lump-sum transfer. The outcome you want is a complete allocation schedule rather than a broad confirmation that “payment was sent.” It is commercially strong because the visitor is already dealing with meaningful inbound cash that still cannot be posted correctly until the payer supplies the allocation detail.