How to bulk update Invoices?

How to bulk update Invoices?

Navigation: Invoices

The bulk action on the Invoice module has three action buttons: Update Field, Send to the customer and update the status.

This helps users update the line items in a single click for multiple invoices.

1. Select the “Invoices” module from the left panel.



2.  Mark a check on the tiny “Square box” and select the required invoices to perform the bulk action.


3. Select the “Update Status” option from the bulk action section and click on the “Update Status” option on the pop-up window.

4. Select the “Update Field” option from the bulk action section and tap the “Update” option on the pop-up window.


5. If the user needs to send bulk SMS/email from the bulk action section, select the “Send Invoice” option and select the “Send” option.

The user can easily enhance the email with the new rich text editor option. In the email body, the enriched editor allows you to edit the text, highlighting the text similarly many formatting can be done.   

Undo & Redo

The icon’s action helps you undo and redo the current action performed.

Bold

This icon helps you to highlight the text in bold.   

Italic

This icon helps you to highlight the text in italic.

Underline

This icon helps you to underline the text.

Strikethrough

This icon helps you to strikethrough the text.

Font size

This icon helps you to increase the font.

Recent color

This icon helps you provide the text’s color.

Unorder list

This icon helps you to set the index to an unordered one.   

Order list

This icon helps you to set the index to ordered one.   

Paragraph

This icon helps you to align your sections easily.   

Line Space

This icon helps you to provide the necessary line space.  

Table

This icon helps you to add a fresh table.

Attachment

This icon helps you to add new attachments.

Video

This icon helps you to add a fresh video.

Help

This shows you how to use the shortcuts for the editor.

Our new update helps the user select multiple options in a single click while performing actions on the invoice module.

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