You can now perform Bulk Actions on Customers and Invoices too as we do on Tasks and Parts. Let us see how this works on Customers and Invoices section.


For Customers section the Bulk Actions functionality allows to merge multiple customers with a parent customer.

This can be explained by the image below:

Step 1: Choose the customers you wan to merge with and then select Merge Customers option from the Bulk Action drop-down.

Step 2: Then, pop-up to select a parent customer will be opened, choose the parent customer you want merge into and you will see something like this:


Invoices section also provides this time saving functionality. You can perform the following actions to bulk Invoices:

  • Cancelled
  • Open
  • In-Progress
  • Complete
  • Audit: Yes
  • Audit: No

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