Bulk Actions
16 articles
Customer bulk actions
Assign users, change chasing status, modify credit settings, and manage strike levels
Assign several Customers to a UserBulk action to assign several users in one go.
Mark several Customers as chasing or pausedBulk action to (un)mark several customers chasing status in just a few clicks.
Change the Credit Utilisation Alert in bulk for CustomersBulk action to change the Credit Utilisation Alert of several customers at once.
Change the Credit Limit Amount in bulk for CustomersBulk action to change the Credit Limit Amount of several customers at once.
Create Strikes and bulk change the Strike Level for several CustomersBulk action to change the Strike Level of several Customers at once.
Invoice bulk actions
Change chasing status and charge multiple invoices at once
Mark several Invoices as chasing or pausedBulk action to (un)mark several invoices chasing status in just a few clicks.
How to Bulk Charge Invoices from KollenoCharging invoices in bulk has never been easier with Kolleno’s bulk action feature for charging invoices.
How to Remove Invoices from a Promise to PayLearn how to cancel a Promise to Pay or remove specific invoices after it has been created.
Clear Cached Invoice PDFsLearn how to clear cached PDF versions of invoices individually or in bulk to refresh invoice documents.
Task bulk actions
Snooze, dismiss, assign, and reschedule multiple tasks simultaneously
Bulk Snooze for the TasksBulk snooze your items in the Tasks Manager to get reminders later.
Bulk Dismiss your TasksBulk dismiss your items in the Tasks Manager to remove them from your To-Do list.
Assign several Tasks to a UserBulk action to assign several users in one go in the Tasks Manager.
Change the Due Date for several TasksBulk Action to change the due date of several items at once in the Tasks Manager.
How to Bulk Update Promise to Pay Due Dates in Collector TasksEfficiently update promise to pay due dates for multiple customer tasks at once using the bulk action feature.
Tag bulk actions
Add or remove tags across multiple records at once
Bulk Actions to Add TagsApply a tag in bulk to multiple customers or invoices in Kolleno.
Bulk Action to Remove TagsRemove a tag in bulk from multiple customers or invoices in Kolleno.