How to bulk Add Invoice Items?

If you need to add the same item to multiple invoices at once, you can use the bulk add feature. There are two ways to add invoice items in particular invoices:

Option 1: Using the "Add Invoice Item(s)" Button

This method is ideal when you already have selected specific invoices.

Steps:

1. Go to the Invoice & Finance module.

2. Tick the box next to the invoice(s) you want to update.

3. Click the "Add Invoice Item(s)" button above the invoice list.

4. Enter the details of the item you wish to add (e.g., description, amount, tax).

5. Click "Add" to apply the item to the selected invoices.

Option 2: Using the "Add Invoice Item(s)" Page via Options Menu

Steps:

1. Go to the Invoice & Finance module.

2. Tick the invoices you want to update.

3. Click the "Options" button.

4. Select "Add Invoice Item(s)".

5. Fill in the item details.

6. Click "Add" to apply the item.
   
   

Add invoice items for all unpaid invoices

You can now add invoice items in bulk not only to selected invoices, but also to all unpaid invoices at once. Follow these simple steps:

1. Go to the Invoice & Finance module.

2. Click the “Options” button.

3. Select “Add Invoice Item(s)” from the dropdown.

4. In the Selected Invoice(s) field, you’ll see “All Unpaid Invoice(s)” automatically selected.

5. Fill in the invoice item details (e.g., item name, amount, description).

6. Click “Add” to apply the item to all unpaid invoices.

Please be sure to review invoice selections carefully before adding items in bulk.