Use bulk actions on invoices
Use bulk actions to update several invoices from the list without opening each invoice.
Before you start
Available actions depend on the current view, your permissions, the selected invoices, and your company schema. Check the selected count and visible invoice data before you confirm anything.
Steps
- Open Invoices in the left sidebar.
- Select a configured view and apply filters that keep the batch focused.
- Select the checkbox beside each invoice you want to include.
- Check the selected count in the bulk action bar.
- Choose an available action.
- Review any confirmation or reason field, then confirm the action.
- Read the result because a mixed selection can partly succeed.
Actions you may see
The active invoice list can offer Set field, Hold, Cancel, Delete, and a configured export action. In a pending-approval view with the Needs my action scope, the bar can also offer Approve and Reject.
Use Set field only when the same value belongs on every selected invoice. The field list comes from your company schema and excludes fields that are not safe to update across the full selection.
Cancel ends invoice workflows, and Delete moves invoices out of active work. Read the confirmation and the final result for every selected invoice.
Restore from Archived
The Archived view offers Restore for eligible soft-deleted invoices. It does not offer normal active-invoice bulk actions, and cancelled invoices in the same view are not eligible for restoration.
What you should see
The action bar appears after you select at least one invoice. When the action finishes, Clerked reports the result and refreshes invoices that changed.
If something goes wrong
- If an action is missing, check the current view, your permission, and whether every selected invoice can use that action.
- If only some invoices change, read the failure count and review those invoices one at a time.
- If Restore is unavailable, switch to Archived and select an eligible soft-deleted invoice.