How to mark multiple Invoices as paid at once on the Web
When managing multiple invoices, marking each as paid one at a time can slow you down. Our bulk marking feature lets you update the status of several invoices all at once, so you can keep your workflow smooth and your records accurate.
Follow these simple steps to mark invoices as paid in bulk:
Step 1: Go to the Invoice Section
Head to your 'Invoice' page in the dashboard. Here you’ll find all your invoices listed with details like customer, amount, due date, and current status.
Step 2: Select the Invoices
Use the checkboxes on the left side of each invoice to select all the invoices you want to mark as paid. You can select multiple invoices from different customers or projects.
Step 3: Click the 'Mark paid' button
Once you’ve selected the invoices, a bulk action toolbar will appear at the top. Click 'Mark paid' to update the status of all selected invoices.
Step 4: Confirm the Update
In the confirmation window, enter details if needed. Click on each field to add the payment date, payment method, and any notes.
Use the dropdown menu to double-check the list of invoices you’re about to mark as paid.
Once everything looks correct, click 'Confirm' to proceed.
After confirmation, the invoices will now show a Paid status, making it easy to track which invoices have been settled.
Frequently Asked Questions (FAQ)
Q1: Is this available on the mobile app?
A: At this time, the option to mark invoices as paid in bulk is only available in the web app. Don’t worry, any invoices marked as paid on the web will automatically sync with your mobile app.
Q2: What happens if I mark an invoice as paid by mistake?
A: You can revert an invoice’s status by updating its payment status manually. To remove a recorded payment, follow these steps:
Open the paid invoice.
Click View transaction on the right side of the page.
Click the vertical ellipsis (⋮) button.
Select Delete.
Q5: Can I filter invoices to select only those that are overdue or unpaid?
A: Use the filter options to display invoices by status, due date, or customer to quickly locate the invoices you want to mark as paid.
Q6: Is there a limit to how many invoices I can mark as paid at once?
A: There’s no limit to the number of invoices you can mark as paid at once. However, for a large number of invoices, we recommend processing them in smaller batches to ensure accuracy.
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Explore our Web app help guide to discover useful tips and practical advice on how to get the most out of Bookipi Web.
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