{"id":29458,"date":"2025-02-12T09:49:09","date_gmt":"2025-02-12T09:49:09","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=29458"},"modified":"2025-02-12T09:48:49","modified_gmt":"2025-02-12T09:48:49","slug":"actions-on-the-invoice-list","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/actions-on-the-invoice-list\/","title":{"rendered":"Actions on the invoice list"},"content":{"rendered":"<p>You can apply some actions to a group of invoices in one process through the system.<\/p>\n<ol>\n<li>Click on<b>\u00a0\u201cSales\u201d<\/b>\u00a0from the main menu.<\/li>\n<li>Click on\u00a0<b>\u201cManage Invoices\u201d<\/b>.<\/li>\n<li>The software displays a list of the invoices in the account.<\/li>\n<li>Select the required invoices by checking the box at the top right corner of each invoice.\n<ul>\n<li>You can check the box at the top of the page to select the entire list of invoices and choose from:\n<ul>\n<li><b>All (Current Page):\u00a0<\/b>Select all invoices on the current page.<br \/>\n<b><\/b><\/li>\n<li><b>All Filtered (All Pages):\u00a0\u00a0<\/b>Select all invoices on all pages.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>From the<b>\u00a0\u201cActions\u201d<\/b>\u00a0menu at the top of the page, select the required action:\n<ul>\n<li aria-level=\"1\"><b>Delete:<\/b>\u00a0delete the selected invoices from the list.<\/li>\n<li aria-level=\"1\"><b>Send to Client:<\/b>\u00a0send the invoice to the client via email.<\/li>\n<li aria-level=\"1\"><b>Mark as Paid:<\/b>\u00a0pay all unpaid invoices in one payment.<\/li>\n<li aria-level=\"1\"><b>Print PDF<\/b>: download all selected invoices in one PDF file.<\/li>\n<li aria-level=\"1\"><b>Export:<\/b>\u00a0export the selected invoices in one of the following formats (CSV, Excel, XML). For more details, refer to the<b>\u00a0\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/exporting-sales-invoices\/\">Exporting Sales Invoices<\/a>\u201c<\/b>\u00a0guide.<\/li>\n<li><b>Send SMS:<\/b>\u00a0send an SMS message with the information of each invoice to the clients associated with the selected invoices.\n<ul>\n<li><b><i>Note:\u00a0<\/i><\/b><i>SMS messaging must be activated on the account to appear in the Actions menu. Refer to the<\/i><b><i>\u00a0\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/sms-provider-settings\/\">SMS Provider Settings<\/a>\u201c<\/i><\/b><i>\u00a0guide.<\/i><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2149,2036,2151],"tags":[8076,8077,2304,2314],"class_list":["post-29458","tutorial","type-tutorial","status-publish","hentry","category-invoices-and-estimates","category-sales","category-invoices-operations","tag-actions-on-invoice-lists","tag-invoice-list","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Actions on the invoice list - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/actions-on-the-invoice-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Actions on the invoice list - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"You can apply some actions to a group of invoices in one process through the system. 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