How to bulk edit sales invoices

Use the bulk edit tool to quickly edit details of multiple sales invoices.  The reference, project name and account can all be edited (as well as the date on unpaid invoices yet to appear on a VAT return).

Step 1.

Navigate to the Sales > Invoices > All menu and click on the Bulk edit button. This button will only appear if there are more than 20 invoices.

Step 2.

Use the Entity and Project drop downs to filter the invoices to specific contacts or projects.

Step 3.

The reference, project name and account can now be edited (as well as the date on unpaid invoices yet to appear on a VAT return).

Once the relevant invoices have been updated, scroll to the bottom of the page and hit the Update button at the bottom.