You can download, email or approve income Invoices & Credit Notes in bulk from the Income area under Income & Expenses.
Select the Invoices or Credit Notes you want to action using the check boxes on the left, then use the Bulk Actions button to choose from the available actions.
Selecting the check box in the table header will select/deselect all invoices on the page.
Approving Income Invoices
The bulk approve action is available on the Draft and Awaiting Approval tabs. Only users with permission to approve invoices will see this bulk action.
Downloading Income Invoices & Credit Notes
The download action is available on the All, Approved, Voided, Paid, Overdue and Credit Notes tabs. Invoices and Credit Notes will be downloaded in a single PDF, with each Invoice/Credit Note starting on a new page.
Emailing Income Invoices & Credit Notes
The email action is available on the All, Approved, Voided, Paid, Overdue and Credit Notes tabs. Invoices and Credit Notes will be emailed individually in separate emails.
There are two bulk email templates, one for Invoices and one for Credit Notes. These can be customised under Settings > Communications > Templates > Bulk Emails.
Invoices and Credit Notes can't be sent together as they use different email templates.
Invoice or Credit Note not downloaded/emailed?
- If a selected Invoice or Credit Note is in a draft state, it will not be included in the bulk download/email.
- If you're integrated with Xero or QuickBooks and there is a problem with your connection or the Invoice/Credit Note has not been synced, these will not be downloaded/emailed.