Docs » Bulk actions

Bulk actions

Operate on multiple invoices at once. Save hours per month.

How to use

Each invoice row has a checkbox in the leftmost column. Tick the ones you want.

Tick the master checkbox in the table header to select every visible row.

The blue toolbar at the top shows: ✓ Mark as paid, 📧 Mark as sent, ⏰ Send reminder, 🗑 Delete.

You'll get a confirmation prompt. Once confirmed, the action runs on all selected items in a single batch.

Action	What it does	Available for
✓ Mark as paid	Sets status=paid, creates payment records, updates totals	All invoices
📧 Mark as sent	Flips draft → sent without re-sending email	Invoices only
⏰ Send reminder	Sends a tone-matched email per invoice	Invoices only (sent/overdue)
🗑 Delete	Permanently removes the invoice and its line items	All

⚠ Bulk delete is permanentThere's no undo. Recorded payments stay but get detached from the invoice.