Overview
In Docketwise, you can easily share and download invoices in bulk!
Invoices can be shared in bulk either via email or text message; once sent, the selected contact will receive a link to download a zip file containing the selected invoices.
When bulk-downloading invoices, you will download a zip file containing the selected invoices.
Contents
Bulk-Sharing Invoices
In order to bulk-share invoices, you will need to follow the steps below:
Navigate to the Invoices Dashboard
Select the checkboxes of all invoices that you would like to share
Click the More Actions button
Select the Share Invoice(s) option
Select the contact that you whish to receive the invoices
Specify whether the invoices will be shared via email or text message
Enter the contact information for the contact (if not already entered)
Click the Share Invoice(s) button
Bulk-Downloading Invoices
In order to bulk-download invoices, you will need to follow the steps below:
Navigate to the Invoices Dashboard
Select the checkboxes of all invoices that you would like to download
Click the More Actions button
Select the Download Invoice(s) option
