Bulk Actions
17 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.
- Why are some invoices skipped when I bulk charge?Bulk charge skips invoices that already had an automatic payment attempt.
- 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