How to do Bulk Invoice Edits

How to do Bulk Invoice Edits

This article explains how to edit multiple invoices simultaneously. 

Bulk invoice editing is useful for applying changes such as adding new lines, voiding, or deleting across several invoices at once, saving time and ensuring consistency. 

Follow these steps to perform bulk edits efficiently:

Step 1 - Under the Payment list menu, click on Payment Summary 2.  

Step 2 - Use the filters (e.g., by Location, Area, or invoice status) to narrow the list of students or invoices. Then, click Apply Filter to display only the relevant invoices.

Step 3 - Use the Tick All option to select all displayed invoices, or manually tick individual invoices you want to include.

Step 4 - Click the Bulk Option button and choose one of the following:

• Edit: Add a new line item to the selected invoices.

• Void: Void the invoices and their associated classes.

• Delete: Delete the invoices, but the students will remain enrolled in the associated classes.

Step 5 -  Review the selected invoices and the chosen action carefully before proceeding.

Important Notes:

• Bulk Edits for Invoices are only available for invoices that are Pending.

• Edit allows you to modify invoices by adding additional details or charges.

• Void removes both the invoice and its linked class enrollment.

• Delete removes the invoice but keeps the student's class enrollment intact.