Overview
In Docketwise, you can easily share and download invoices in bulk!
Invoices can be shared in bulk either via email or text message either to one specific contact or by sharing each invoice with its respective contact.
When bulk-downloading invoices, you will download a zip file containing the selected invoices.
Contents
Bulk-Sharing Invoices
As mentioned above, invoices can be shared in bulk either via email or text message either to one specific contact or by sharing each invoice with its respective contact.
When sharing multiple invoices with one specific contact, they will receive a Zip file containing all shared invoices. This is generally done for company contacts that are sponsoring multiple foreign nationals.
When sharing multiple invoices, each with the invoices' respective contacts, they will receive an email with a link to download the individual invoice. This option is generally used if you wish to send out multiple invoices at once with each being sent to the associated contact.
Bulk-Sharing with One Specific Contact
In order to bulk-share invoices with one specific contact, you will need to follow the steps below:
Navigate to the Invoices index
Select the checkboxes of all invoices that you would like to share
Click the More Actions button
Select the Share Invoice(s) option
Select the Share each with their respective clients option
Specify whether the invoices will be shared via email or text message
Select the contact that you whish to receive the invoices
Click the Share Invoice(s) button
Confirm or enter the contact information for the contacts
Click the Share Invoice(s) button a final time
Bulk-Sharing with Invoices' Respective Contact(s)
In order to bulk-share invoices, each with the invoices' respective contacts, you will need to follow the steps below:
Navigate to the Invoices index
Select the checkboxes of all invoices that you would like to share
Click the More Actions button
Select the Share Invoice(s) option
Select the Share all with one specific contact option
Specify whether the invoices will be shared via email or text message
Select the contact that you whish to receive the invoices
Click the Share Invoice(s) button
Confirm or enter the contact information for the contact
Click the Share Invoice(s) button a final time
Bulk-Downloading Invoices
In order to bulk-download invoices, you will need to follow the steps below:
Navigate to the Invoices Dashboard
Select the checkboxes of all invoices that you would like to download
Click the More Actions button
Select the Download Invoice(s) option
