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Perform Bulk Actions

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Bytimothy A
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Overview: 

Performing bulk actions allows you to apply a single action to multiple items at once, such as invoices, orders, or products. This helps save time, streamline management, and efficiently update, delete, or modify multiple records simultaneously.

Follow these steps to perform bulk actions:
Step 1: On your Dashboard, scroll down to the Sales section and click on Invoices.
Step 1: On your Dashboard, scroll down to the Sales section and click on Invoices.

Step 2: You will then be navigated to the Invoices tab.

Step 2: You will then be navigated to the Invoices tab.

Step 3: Click the Select All checkbox to select all your invoices.

Step 3: Click the Select All checkbox to select all your invoices.

Step 4: Bulk actions will be enabled, allowing you to perform actions on multiple invoices.

Step 4: Bulk actions will be enabled, allowing you to perform actions on multiple invoices.

Step 5: First is the Cancel Invoices option. Once clicked, a pop-up window will appear asking you to confirm the action.

Step 5: First is the Cancel Invoices option. Once clicked, a pop-up window will appear asking you to confirm the action.

Step 6: Next is the Send Reminders option. Once clicked, a pop-up window will appear asking you to confirm the action.

Step 6: Next is the Send Reminders option. Once clicked, a pop-up window will appear asking you to confirm the action.

Step 7: You can also stop reminders by clicking the Stop Auto Reminders option. As with other bulk actions, a confirmation pop-up will appear once clicked.

Step 7: You can also stop reminders by clicking the Stop Auto Reminders option. As with other bulk actions, a confirmation pop-up will appear once clicked.

Step 8: Bulk email sending is also available. As with other bulk actions, a confirmation pop-up will appear once clicked.

Step 8: Bulk email sending is also available. As with other bulk actions, a confirmation pop-up will appear once clicked.

Step 9: You can also send SMS in bulk. Like other bulk actions, a confirmation pop-up will appear.

Step 9: You can also send SMS in bulk. Like other bulk actions, a confirmation pop-up will appear.

Step 10: Lastly, the Restore option. A confirmation pop-up will appear, similar to other bulk actions. Click the “Yes, Confirm” button to proceed.

Step 10: Lastly, the Restore option. A confirmation pop-up will appear, similar to other bulk actions. Click the “Yes, Confirm” button to proceed.

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