WEBSITE 

  • On the left side of your document list select one or more check-boxes. Or click on the most upper check-box to select all items
  • The number of selected invoices and an Actions appears on the top of the page
  • Click on the Actions button
  • Choose between- Add payment (Invoices and Proforma invoices)- Export (CSV, XLS, PDF) - Delete
  • The chosen action will be performed, and a green message appears if successful


MOBILE APP

  • Tap on Actions
  • Select the documents, items or clients
  • Choose between- Add payment (Invoices and Pro forma invoices)- Export (CSV, XLS, PDF) - Delete
  • The chosen action will be performed, and an information message appears  

You can read more about Adding payment here and here about the Export

Did this answer your question?