Using bulk actions on invoices
With bulk control you are be able to:
- Mark multiple invoices as sent
- Mark multiple invoices as paid
- Mark multiple invoices for cancellation
How to mark multiple invoices as sent, paid or cancelled:
- In the invoice section use the search bar to find the invoices you would like to mark.
- Now click on select on the right of the search bar. This will change your screen slightly so that you can see a header "0 invoices selected"
- Click on the invoices you would like to change. Once selected they will show a green tick.
- The "0 invoices selected" section at the top of the page will automatically count the number of quotes you have selected.
- Once you have all of your invoices selected press on the Bulk action menu
- Select what you would like to do with the invoices