---
updatedAt: 2026-01-16T11:33:08.000Z
agentTools:
  projectIndex: https://docs.pelcro.com/v2.4/llms.txt
---

# Organizations

The **Organizations** feature allows you to manage customers and invoices grouped under a single organization. It provides a high-level view of organization-level balances and a streamlined workflow for reconciling multiple invoices at once.

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## Where to Find Organizations

Navigate to:

**Organizations** on the side panel.

This section gives visibility into all organizations in your account.

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## Organization List Page

The **Organizations list** provides a summary view of each organization, including:

* **Organization Name**
* **Number of Customers**
* **Number of Invoices**
* **Total Invoice Net Due** (sum of all customer invoices under the organization)

Each row includes an **actions menu (⋯)** with quick access to:

* **View Organization**
* **Edit Organization**

This view helps teams quickly identify organizations with outstanding balances or high activity.

<Image align="center" border={false} src="https://files.readme.io/8342580ec08bd0904b7483a73b59e0bac7b9a4e9966546e81d456140ee540f0e-Screenshot_2026-01-16_at_1.28.30_PM.png" />

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## Organization Details Page

Selecting **View Organization** opens the organization’s details page, which includes:

### Customers

A table listing all customers associated with the organization:

* Customer name
* Customer email
* Shipping address

<Image align="center" border={false} src="https://files.readme.io/2d9879517a432127a17b8f8e09cc2e17cce9a231826ceea250a4c5c421181a14-Screenshot_2026-01-16_at_1.29.18_PM.png" />

### Invoices

A table displaying **open and past-due invoices** for the organization:

* Invoice ID
* Invoice created date
* Invoice status
* Invoice amount due

<Image align="center" border={false} src="https://files.readme.io/3e977b8a9f0b6bd46cbc6e245b5336a4e79fd2ff2adcd14f1ae3b0ee2d0cb80a-Screenshot_2026-01-16_at_1.30.17_PM.png" />

***

## Paying Multiple Invoices (Offline Payments)

When an organization has one or more unpaid invoices, a **Pay Invoices** action is available.

### How to Pay Invoices

1. Open the **Organization Details** page.
2. Select the invoices you want to pay.
3. Click **Pay Invoices**.
4. Confirm your selection to proceed to the **Offline Payment** step.

### Enter Offline Payment Details

Provide:

* **Payment method/category** (e.g., bank transfer, check, cash)
* **Payment reference**

> Partial payments are not supported. The payment amount must fully cover all selected invoices.

### What Happens After Payment

* Selected invoices are marked as **paid**
* Payment reference is linked to all affected invoices
* The organization’s **total net due** is updated
* A success confirmation is displayed

<Image align="center" border={false} src="https://files.readme.io/1b0b6841402d5054575329c8dd95b407d7e26e11faa1e866340fe05469f48a55-Screenshot_2026-01-16_at_1.32.09_PM.png" />

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# Sibling pages

* [Invoices](https://docs.pelcro.com/v2.4/docs/invoices.md)
* [Payments](https://docs.pelcro.com/v2.4/docs/payments.md)
* [Credit Notes](https://docs.pelcro.com/v2.4/docs/credit-notes.md)
* [Refunds](https://docs.pelcro.com/v2.4/docs/refunds.md)
* [Coupons](https://docs.pelcro.com/v2.4/docs/coupons.md)
* [Customer Balance](https://docs.pelcro.com/v2.4/docs/customer-balance.md)
* [Disputes](https://docs.pelcro.com/v2.4/docs/disputes.md)