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
Apply Filters to Select Invoices:
On the left side of the screen, you'll see a list of filters.
Set the Date Range:
Specify the start and end dates for the invoices you want to include.
Choose the Type of Invoices:
Select whether the invoices are regular or recurring.
Apply Filters:
Click on the "Apply Filters" button to display the invoices that match your criteria.
Step 2: Selecting Invoices
Choose Invoices to Apply Discounts:
On the right side of the screen, you will see the filtered list of invoices.
Select Invoices:
Check the box next to each invoice you wish to include in the bulk discount.
You can select multiple invoices as needed.
Step 3: Applying the Discount
Select the Discount:
From the list of available discounts, choose the one you want to apply to the selected invoices.
Apply the Discount:
Click on the "Apply" button to proceed.
Step 4: Confirming the Discount
Confirm the Discount Application:
A confirmation box will appear, asking you to verify the discount application.
Confirm Action:
Click "Yes" to confirm and apply the discount to the selected invoices.
Video Tutorial
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