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:

  1. Navigate to the Invoices Dashboard

  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 contact that you whish to receive the invoices

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

  7. Enter the contact information for the contact (if not already entered)

  8. Click the Share Invoice(s) button


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

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