Bulk status changes on invoices and estimates
You can change the status of many invoices or estimates at once instead of opening each one individually. Useful when reconciling a batch of payments or closing out a period.
How it works
- Open the Invoices or Estimates list.
- Tick the checkboxes next to the rows you want to update (or use Select all rows from all pages after a few clicks to grab everything in the current filtered view).
- In the bulk action bar that appears at the top, choose Change status and pick the target status.
The action applies to every selected document that can legitimately move to the chosen status. Documents that can't (for example, an already-paid invoice you tried to mark unpaid, or a draft that needs to be issued first) are skipped, and the result summary tells you how many were updated and how many were skipped.
Marking as paid in bulk
Marking many invoices as Paid at once is the most common use. Each invoice that's not already paid in full receives a transaction equal to its outstanding amount. If you need to record real payment details (date, payment method, financial account), use the per-invoice payment flow instead — see Recording payments and managing transactions.
Status rules
Bulk status changes follow the same transition rules as individual status changes. See Document status and How does estimate status work for which transitions are allowed.