o. How to Edit Invoices in Bulk

Now that you know how to edit an invoice, you likely want to do it as quickly and efficiently as possible. On TUIO, you can edit a selection of invoices in bulk, making all the necessary changes to the invoices at once with just a few clicks.

Go to the Invoices tab and click Filters to set the necessary filters that will sort for the invoices that need editing. For example, you could filter by 'Program' and 'Invoice Due Date From/To" to filter for a set of similar invoices that you want to change the due date for. You could also, for example, search for a family name in the search bar to filter for that family, if you wanted to edit all their invoices to apply a discount.

Once you've located the invoices you want to edit, simply click the checkboxes for the applicable invoices (or the checkbox at the top to select all), and then click Actions>Edit at the bottom of the screen.

In the below example, filters were set up for Program, Invoice Due Date, and Issued Invoices.

Once you click Edit, a screen will appear prompting you to choose the field(s) you want to edit. Click the checkboxes for any of the fields you want to change, and then click Next.

On the next screen you will be able to confirm the edits to the fields that you previously checked. You can write in a new Name and/or Line Item Detail, change the Price, change the Dates, and edit the Discount name and amount. Click Add when you are finished.

The above image is what our example invoices look like after the bulk edits. The name and line item detail were edited to provide more detail, the due date was changed to provide a window between issue and due date, and a discount was added for both families.

If you have any questions about this feature, or if you'd like advice on how to implement it, please contact [email protected].