All Collections
Invoicing and Trust Accounting
Bulk-Sharing and Bulk-Downloading Invoices
Bulk-Sharing and Bulk-Downloading Invoices

Easily send and download invoices in bulk on Docketwise!

Chris Williams avatar
Written by Chris Williams
Updated over a week ago

Overview

In Docketwise, you can easily share and download invoices in bulk!

Invoices can be shared in bulk either via email or text message either to one specific contact or by sharing each invoice with its respective contact.

When bulk-downloading invoices, you will download a zip file containing the selected invoices.

Contents


Bulk-Sharing Invoices

As mentioned above, invoices can be shared in bulk either via email or text message either to one specific contact or by sharing each invoice with its respective contact.

When sharing multiple invoices with one specific contact, they will receive a Zip file containing all shared invoices. This is generally done for company contacts that are sponsoring multiple foreign nationals.

When sharing multiple invoices, each with the invoices' respective contacts, they will receive an email with a link to download the individual invoice. This option is generally used if you wish to send out multiple invoices at once with each being sent to the associated contact.

Bulk-Sharing with One Specific Contact

In order to bulk-share invoices with one specific contact, you will need to follow the steps below:

  1. Navigate to the Invoices index

  2. Select the checkboxes of all invoices that you would like to share

  3. Click the More Actions button

  4. Select the Share Invoice(s) option

  5. Select the Share each with their respective clients option

  6. Specify whether the invoices will be shared via email or text message

  7. Select the contact that you whish to receive the invoices

  8. Click the Share Invoice(s) button

  9. Confirm or enter the contact information for the contacts

  10. Click the Share Invoice(s) button a final time

Bulk-Sharing with Invoices' Respective Contact(s)

In order to bulk-share invoices, each with the invoices' respective contacts, you will need to follow the steps below:

  1. Navigate to the Invoices index

  2. Select the checkboxes of all invoices that you would like to share

  3. Click the More Actions button

  4. Select the Share Invoice(s) option

  5. Select the Share all with one specific contact option

  6. Specify whether the invoices will be shared via email or text message

  7. Select the contact that you whish to receive the invoices

  8. Click the Share Invoice(s) button

  9. Confirm or enter the contact information for the contact

  10. Click the Share Invoice(s) button a final time


Bulk-Downloading Invoices

In order to bulk-download invoices, you will need to follow the steps below:

  1. Navigate to the Invoices Dashboard

  2. Select the checkboxes of all invoices that you would like to download

  3. Click the More Actions button

  4. Select the Download Invoice(s) option

Did this answer your question?