How to Edit Invoices in Bulk

Bulk Edit Invoices on TUIO

Once you're familiar with editing individual invoices, you can save time by making changes to multiple invoices at once using TUIO's bulk edit feature.

How to Bulk Edit Invoices

1. Navigate to the Invoices Tab
   Go to the Invoices tab in your TUIO dashboard.

2. Apply Filters
   Click Filters to narrow down the list of invoices you want to edit.
   For example:

   • Use the Program and Invoice Due Date From/To filters to locate a group of similar invoices.

   • Enter a family name in the search bar to view only that family's invoices, such as if you’re applying a discount across all their invoices.

3. Select Invoices to Edit

   • Check the boxes next to the invoices you'd like to edit.

   • Use the top checkbox to select all invoices that match your filters.

4. Start the Bulk Edit Process
   Click Actions > Edit at the bottom of the page.

5. Choose Fields to Edit
   A window will appear prompting you to select which fields to modify. Check the boxes for the fields you want to update, then click Next.

6. Apply Edits
   On the next screen, input your desired changes. You can:

   • Update the invoice Name or Line Item Detail

   • Modify the Price

   • Adjust Issue Date and Due Date

   • Add or change Discount Name and Amount

   Once you've made your changes, click Add to apply the edits.