Bulk Work Order Actions

Bulk Actions allow you to Invoice multiple work orders all at once. Selected work orders can be invoiced and/or have their status changed.

To access Bulk Action:

Click on "Work Orders"

You will be able to select the check box for the specific Work Orders you need and change them in bulk. 

Change Status

Select the Work Orders needed and click "Change Status"

You will now be able to choose the status for all of the selected Work Orders

Create Invoice

Select the Work Orders needed and click "Create Invoice"

You will now select the Issue Date, Term, Due Date, Invoice Notes, and Group by Customer and Location.

After the Work Orders have been Invoiced, a check mark will be placed next to it letting you know that it was Invoiced. 

Have more questions? Submit a request


  • 0
    Andrew Bourke

    It would be great to be able to filter accounts that had 7 day terms or 30 day terms for invoice runs at the end of the month.

    The customers we have on 30 day terms only get invoiced after all jobs have been completed for the month while those customers on 7 day terms are invoiced weekly.



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