Bulk actions for invoices

Go to the overview of Invoices, this is the first page within the Financial module.

• If needed, use the available filters to display the correct invoices.

• Select multiple individual invoices, or use the top checkbox to select all invoices in your filtered list.

• At the top of the list, buttons will appear for the available bulk actions. These are download, pay, refund, or credit.

Download invoices

All selected invoices are downloaded as PDFs in a zip file. You can then save or print them as desired.

Pay invoices

Select the correct payment method in the pop-up. Click 'Continue' to mark the selected invoices as paid using this payment method.

Refund invoices

Use this to refund deposits and other invoices where an overpayment has occurred. Select the correct payment method in the pop-up and click 'Continue'.

Credit invoices

Use this for unpaid invoices that no longer need to be paid. Confirm the crediting of the invoices by clicking 'Continue' in the pop-up.