The Unpaid Invoices tab in PMC is where an AR team works its open balances. Pull up who owes you, narrow to the group you want to work, and collect from all of them in a single action.
Finding the tab
Navigate to PMC
Go to the Payments tab
Select Unpaid Invoices
Filtering to customers without a payment method
Select Filter to narrow the list to customers with no payment method on file. This is the segment to work first, since a saved payment method is what unlocks autopay, pay by link, and bulk pay for that customer. Getting a method on file turns a manual collection into an automatic one.
The Filter shows a badge while it is active. Clear it to restore the full list.
Charging saved payment methods in bulk
Select the customers you want to charge, or select all, then open the bulk actions menu and choose Charge saved payment methods now. Pepper runs the charge against each selected customer's saved method.
Sending pay by link in bulk
Select customers the same way and choose Bulk send pay by link. Every selected customer receives a secure payment link by email and text, sent to their payments-enabled users. A summary confirms how many links went out.
Customers pay from the link without logging in or saving a payment method, which makes this the right action for the accounts the filter surfaces.
A workflow that pairs the two
Filter to customers with no payment method on file
Select all and send pay by link, so the accounts you cannot charge directly still get a way to pay today
Clear the filter, select the remaining customers, and charge saved payment methods now
One pass covers your whole open AR.