Bulk Edit for Customer Properties

Update multiple customer properties at once using bulk editing in Advanced Billing. Apply changes across selected customer records to maintain consistent data and reduce manual updates.

What you can update

Use bulk editing to update one or more supported customer properties for selected customers.

• Language
• Verified for ACH
• Business type
• eInvoicing network or format
• Branding theme

How bulk editing works

Bulk editing applies selected property changes to multiple customer records in one action.

• Select multiple customer records.
• Update one or more supported fields at the same time.
• Review the selected changes in a confirmation modal.
• View a success message when updates are complete.
• Review any records that were not updated.

Bulk edit customer properties

To update customer properties in bulk:

1. Select Customers.
2. Select the customers to update.
3. Choose the property to edit.
4. Enter the new value.
5. Review the changes in the confirmation modal.
6. Click Apply to update the selected records.