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Mass actions and bulk operations

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

Updated over 11 months 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


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