Actions on the invoice list

You can apply some actions to a group of invoices in one process through the system.

1. Click on “Sales” from the main menu.
2. Click on “Manage Invoices”.
3. The software displays a list of the invoices in the account.
4. Select the required invoices by checking the box at the top right corner of each invoice.
   • You can check the box at the top of the page to select the entire list of invoices and choose from:
     • All (Current Page): Select all invoices on the current page.
       
     • All Filtered (All Pages):  Select all invoices on all pages.
5. From the “Actions” menu at the top of the page, select the required action:
   • Delete: delete the selected invoices from the list.
   • Send to Client: send the invoice to the client via email.
   • Mark as Paid: pay all unpaid invoices in one payment.
   • Print PDF: download all selected invoices in one PDF file.
   • Export: export the selected invoices in one of the following formats (CSV, Excel, XML). For more details, refer to the “Exporting Sales Invoices“ guide.
   • Send SMS: send an SMS message with the information of each invoice to the clients associated with the selected invoices.
     • Note: SMS messaging must be activated on the account to appear in the Actions menu. Refer to the “SMS Provider Settings“ guide.