ITarian

Mass Management of Invoices

You can edit/import to/export/de-duplicate several invoice records at once. This is useful when you are updating or altering details that are common to a set of invoice records. For example, you may have several invoices that are assigned to different staff members but would like to reassign them to a single person.

The interface allows you to:

• Edit invoice records

• Delete invoice records

• Import / export invoice records

• Find duplicates

Edit common details of several invoices

• Click 'All' > 'Invoice' (under 'Marketing and Sales') to open the 'invoice List' interface

• Select the invoices to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Invoice' will open:

This interface contains four tabs:

• Invoice Details - Specify subject, contract name and more. See this table for descriptions of the fields in the 'Invoice Details' tab.

• Address Details - Enter a common value for billing and shipping addresses. See this table for descriptions of the fields in the 'Address Details' tab.

• Terms & Conditions - Provide a common 'Terms & Conditions' for the selected invoices.

• Description Details - Enter a common description for the selected invoices.

Delete invoice records

Invoice records that are no longer required can be removed.

• Click 'All' > 'Invoice' (under 'Marketing and Sales') to open the 'Invoice List' interface

• Select the invoices to be deleted

• Click 'Actions' and choose 'Delete' button.

• Click 'Yes' in the confirmation dialog to remove the record(s)

Import / export Invoice Records

Export:

• Click 'All' > 'Invoice'

• (Optional) Select the invoices you wish to export

• Click 'Actions' > 'Export'

• Choose whether to export selected records, all visible records or all records

• Click 'Export Invoice'

• Invoices are exported in .csv format

Import:

• Click 'All' > 'Invoice'

• Click 'Actions' > 'Import'

• Browse to the file containing your invoice records

• Specify the format of your file

• Click 'Next' to begin the import.

See 'Import and Export Records' for more information.

Find duplicates

You can find duplicates from multiple invoice records at once.

• Click 'All' > 'Invoice' (under 'Marketing and Sales') to open the 'Invoice List' interface

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the invoice related fields from the drop down. 'Ignore empty values' means the CRM will not consider matching blank fields as indicating a duplicate.

• Click 'Find Duplicates'

The 'Duplicate Invoice' page will be displayed.

• To delete a duplicate invoice record, select it and click the delete button on the top left.

• To merge duplicate records, select them in the 'Merge Select' rows and click 'Merge'

The 'Merge Records' dialog will be displayed:

• The selected 'Record #' is the primary record. Select other record to change the primary record

• Select the column values that should be retained in the merged primary record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Invoice List' page as per the selected column values.