Bulk Discount

Bulk Discount

This guide explains how to apply bulk discounts to a list of selected invoices. This function helps the administration and accounting team efficiently apply the same discount to multiple invoices without the need to edit each invoice individually.

Step 1: Filtering Invoices

  1. Apply Filters to Select Invoices: On the left side of the screen, you'll see a list of filters.
  2. Set the Date Range: Specify the start and end dates for the invoices you want to include.
  3. Choose the Type of Invoices: Select whether the invoices are regular or recurring.
  4. Apply Filters: Click on the "Apply Filters" button to display the invoices that match your criteria.


Step 2: Selecting Invoices

  1. Choose Invoices to Apply Discounts: On the right side of the screen, you will see the filtered list of invoices.
  1. Select Invoices:
    1. Check the box next to each invoice you wish to include in the bulk discount.
    2. You can select multiple invoices as needed.

Step 3: Applying the Discount

  1. Select the Discount: From the list of available discounts, choose the one you want to apply to the selected invoices.
  2. Apply the Discount: Click on the "Apply" button to proceed.

Step 4: Confirming the Discount

  1. Confirm the Discount Application: A confirmation box will appear, asking you to verify the discount application.
  2. Confirm Action: Click "Yes" to confirm and apply the discount to the selected invoices.

Video Tutorial





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