Bulk actions on invoices
Select several invoices and run an action on all of them in one click.
Overview
Bulk actions let you operate on groups of invoices without opening each one. From the invoice list you select the ones you need and the action bar offers: mark as paid, send by email, remind payment, export CSV or PDFs, schedule send and delete drafts. Useful for month-end closings.
Quick start
- In Sales → Invoices, tick the checkboxes of the invoices you want to modify.
- The bulk actions bar appears.
- Choose the action: Mark Paid / Send / Remind / Export CSV / Export PDFs / Schedule send / Delete Drafts.
Reference
- Send skips draft invoices and invoices without an issued number; invoices already sent are not sent again.
- Export CSV downloads the selected invoices as a CSV file.
- Export PDFs downloads the selected invoices as a ZIP file.
- Delete Drafts only acts on drafts.
- No prior configuration required.
Related: Invoices · Bulk AI operations · Exports and files