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Bulk Invoice Actions

Instead of opening invoices one at a time, the Bulk Actions tool lets you select a group of invoices and apply an action to all of them at once.
Bulk Actions is available from Bulk Actions in your dashboard. It works across several entity types (customers, subscriptions, products, invoices, orders) — this page covers the invoice-specific actions.

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How It Works

1

Choose the entity type

Open Bulk Actions and select Invoices.
2

Select which invoices to include

Choose Manual selection to pick individual invoices from the list (with search), or Tags selection to automatically include every invoice matching one or more tags (match any tag or all tags).
3

Choose an action

  • Mark as Paid — sets the selected invoices’ status to Paid
  • Send Reminders — sends a payment reminder email to each selected invoice’s customer
4

Review and confirm

PayRequest shows a summary of the affected invoices before you confirm.
5

Execute

The action runs against every selected invoice in a single transaction. If it fails partway through, nothing is applied.

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Send Reminders Behavior

The Send Reminders bulk action only sends to invoices that are actually eligible:
  • Skips invoices that aren’t Open or Pending
  • Skips invoices where the customer has no email address
  • Skips customers whose email has been suppressed (e.g., due to previous bounces)
  • Each reminder sent is recorded in the invoice’s reminder history, same as a reminder sent from the invoice detail page

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Exporting Invoices

Exporting is a separate bulk type from the invoice actions above. Choose Export as the entity type, then Export Invoices as the action. This downloads a CSV with one row per invoice:
ColumnDescription
IDInternal invoice ID
NumberInvoice number
CustomerCustomer display name, email, or client name snapshot
Amount (EUR)Invoice amount before tax
Tax (EUR)Calculated tax amount
Total (EUR)Amount including tax
StatusCurrent invoice status
DateInvoice date
Due DateDue date
TagsComma-separated list of applied tags
You can export all of your invoices, or filter the export to invoices matching selected tags — same tag matching options as manual bulk actions.

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Action History

Every bulk action run — successful or failed — is recorded, including:
  • How many invoices were affected
  • Which specific invoices were included
  • Whether the action completed or failed (and the error, if it failed)
This history is viewable from the Bulk Actions screen so you can confirm what ran and when.
Bulk actions validate that every selected invoice belongs to your account before running — you can’t accidentally act on another business’s invoices even if an ID were guessed or tampered with.

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FAQ

Bulk actions for invoices currently cover marking as paid and sending reminder emails. Reminder schedules (days before/after, frequency) are configured per invoice or via your business’s default — see Payment Reminders.
Yes, bulk reminders don’t check whether a reminder was already sent recently — each run sends a new email to every eligible selected invoice.
No, bulk actions aren’t reversible automatically. For “Mark as Paid,” you’d need to manually change the status back on each invoice.

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Next Steps

Payment Reminders

Configure automatic reminder schedules

Creating Invoices

Learn the invoice creation flow

Email Templates

Customize the reminder emails sent in bulk

Debt Collection

Escalate invoices that reminders haven’t resolved