Bulk Actions on Invoices
Overview
Bulk actions allow you to Email, Delete, or Refresh all invoices with the same invoice reference.
- Email: Send invoices to all families that have an invoice for the period reference ($0 Invoices will NOT be sent)
- Delete: Remove all invoices for the selected period
- Refresh: Re-calculate the charges for the invoice period selected
💡Delete and Refresh functions will only apply to Open invoices!
Steps
1. Copy the Invoice Reference text from one of the invoices
2. Paste the Invoice Reference into the Bulk Action field at the bottom of the page
3. Select the Action from the dropdown and click Action Now
⚠️ Do not refresh the page or close the browser tab while your action is being completed!