Bulk actions on customers and products

The customer and product lists support bulk actions — operate on many rows at once instead of opening each record individually. The flow is the same on both lists.

Selecting rows

Each row has a checkbox at the start. Ticking one or more checkboxes reveals the bulk actions bar at the top of the list with Export CSV and a More actions menu. The header checkbox selects every row visible on the current page.

After ticking the header checkbox, a hint appears offering Select all rows from all pages — every record matching the filters currently applied, not just the visible page. The expanded selection always respects the active filters.

Bulk delete

More actions → Delete Selected deletes every selected record, including any that are referenced by historical invoices or estimates. Historical documents stay intact because customer and line-item details are stored on each document at the time it was issued — see Historical data in invoices and estimates.

Bulk update

More actions → Edit opens the bulk update modal. Each editable field has its own checkbox: only checked fields are applied to the selected rows; untouched fields keep their existing values per record.

For customers the editable fields include currency, language, invoice payment terms, late fee rate, salesperson, and other per-customer defaults — see Setting defaults for individual customers. Reassigning the salesperson is covered in Reassigning customers in bulk.

For products the editable fields include unit, the net/gross price basis (Calculate price from), and tax rate.

Bulk export

Export CSV in the bulk actions bar exports the selected rows only. Without a selection, the regular Export at the top of the page exports everything matching the current filters. See Exporting data, Exporting customers, and Exporting products.

Permissions

Bulk actions follow the same permissions as the underlying single-record actions: delete requires delete permission on the resource; update requires update permission (plus, for the Salesperson field on customers, the permission to assign customers to other team members — Admins only); export requires export permission. See Member roles and permissions for the full role breakdown.