How to use batch actions to manage your invoices

Designed to streamline your invoicing process, the batch actions for invoices allows you to manage multiple invoices simultaneously with ease. Now, you can delete, print in PDF, send by email, and, if you have QuickBooks Online integration activated, export invoices all at once. Save time and increase your efficiency by handling these common tasks in bulk, ensuring your invoicing workflow is smoother and more productive than ever.

Members with the status of administrator or higher can create and manage invoices, and managers can do the same when assigned.

Click on the “Invoicing” module from the left menu, then click on the “Invoices” tab:

1) From the “Invoices” tab, select either manually several invoices or all the invoices displayed in the page:

2) Click on the “Batch action” option on top of the grid:

3) Pick the action you want to perform:

3.1) Export to QuickBooks Online: when you have the QBO integration activated, this action will move the selected invoices to your QBO account, so you can manage them from there.

NOTE: If your integration is not active, this action won’t work. To learn how to do it, click here.

3.2) Download as PDF: you will get a zipped file with the invoices you selected.

3.3) Send by e-mail: the selected invoices will be sent automatically to the email address linked to the client of each invoice.

3.4) Delete: this action will permanently delete the selected invoices - as long as they haven't been sent or paid in full or in part.