Edit Invoices in Bulk

Bulk Edit lets you apply the same change to a field across multiple Invoices at once, instead of editing each Invoice individually.

To bulk edit Invoices

1. Go to the invoice list.
2. Select the checkboxes for the Invoices you want to update.
3. Click Bulk Edit.
4. Update one or more fields. Date is required; every other field is optional and only applied if you set a value.
5. Save your changes.

Only Invoices you select are affected. Fields you leave blank are not changed on any of the selected Invoices.

Bulk-editable fields

Bulk Edit groups its fields the same way they're organized elsewhere in Maxio. For a definition of any field below, see Invoice Field Glossary.

• General Information: Date, Due Date or Payment Terms, Ship Date, PO Number, and Memo.
• Billing Address and Shipping Address: the individual address line, city, state, ZIP code, and country fields.
• General ledger information: Do Not Sync, Ignore Date When Syncing, and the QuickBooks Print Queue and Email Queue flags.
• Collections Information: Cadence Template.

Two additional sections depend on how your account delivers Invoices, and only one appears at a time:

• If your account uses e-Bill, you'll see e-Bill Preferences: Auto Email Queue, e-Bill Theme, Branding Theme, Enable CC Payments, Enable ACH Payments, Enable Bacs Payment, Suppress Zero Value Line Items, Combine Line Items, and Combined Line Item Description.
• If your account uses the Billing Portal instead, you'll see Billing Portal Management: Auto Email Queue, Branding Theme, and Suppress Zero Value Line Items.

Related information

For what each of these fields does, see Invoice Field Glossary.

To edit a single Invoice instead, see Edit Invoices.