New Bulk Invoice Actions

We are back with another round of new features that add bulk actions to the Invoice section of ServeManager!

From Invoices, users can now select multiple invoices with the checkbox tool, and have access to new bulk options: Email and Issue.

Email

Users can mass email issued invoices to the job's client contact, the job's process server, and any employees in the account. Users can choose to overwrite the default message included in the emailed invoice, or keep the default message relative to each client company included in the mass action. Pressing Select all that match the current filters will expand the selected invoices past the current page's selection (if you select all invoices on the current page AND more invoices need to be added). Invoices still in the Draft stage will not be emailed, and the system will display the total number of client companies, and which invoices are already marked as paid.

Issue

Users can mass issue multiple draft invoices at once, and revert multiple invoices back to the draft stage by clearing the issue date. The system will identify the number of unique client companies, how many invoices were previously issued, and how many invoices have already been marked as paid. Pressing Select all that match the current filters will expand the selected invoices past the current page's selection (if you select all invoices on the current page AND more invoices need to be added). Users can also email the issued invoices to the job's client contact, the job's process server, and any employees in the account.

As always, please feel free to reach out and contact us with any questions, concerns, or comments you may have.