Skip to main content
All CollectionsINVOICING APPFeatures and Tools
Mass actions and bulk operations
Mass actions and bulk operations

Export several invoices, add multiple payments or delete clients by using the box checkers

Updated over a week ago

MOBILE APP

  • Tap on the checkmark in the upper right corner

  • 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

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


Did this answer your question?