Invoices can be filtered, managed, and updated in bulk directly from both the main Active Invoices screen and the Invoices tab on individual Customer Profiles. Both locations provide identical filtering capabilities and bulk action toolbars to streamline billing management.
Invoice Filtering Options
To help you locate specific billing records quickly, the invoice tables include several filter controls:
- Invoice Date Filter: Filters invoices by date range using quick presets. By default, this filter is set to This Year (January 1 – December 31 of the current year) on initial page load.
- Sent Filter: Filters invoices based on whether they have been delivered to the customer.
- Paid Filter: Filters invoices by payment status.
- Tag Filter: Filters records based on custom assigned invoice tags. See Filtering Invoices Using Tags for more information.
Available Bulk Actions
Selecting multiple invoices via the checkboxes opens the bulk action toolbar, allowing you to execute actions across multiple records at once:
- Mark Paid: Update the selected invoices to a paid status.
- Charge Card/ACH: Execute payments against stored customer payment methods.
- Change Sent Status: Update the delivery status of selected invoices.
- Add Late Fee / Remove Late Fee: Apply or remove late fees across selected invoices.
- Print: Generate printable versions of the selected invoices.
- Delete: Remove selected invoice records from the system.
Note on Late Fees: If your company has Monthly Recurring Late Fees enabled, the Add Late Fee bulk button is automatically hidden. This safeguard prevents manual applications from resetting a customer's accrued recurring fee cycle.
For more information, refer to the Active Invoices Overview.