How can I bulk finalize my invoices for a specific range of dates?

  • Click the vertical ellipsis button in the upper right-hand corner (next to the orange + button)
  • Select Bulk Finalize
  • Select the date range using the date pickers and then click the Refresh Databutton.
  • The list will then narrow down to your selected date range.  From there, you can either check individual invoices to finalize or you can use the checkbox to the left of the View column header and select all.
  • When you have your invoices selected that you'd like to finalize, click the Bulk Finalize button in the lower right-hand corner.  You'll see a response in the lower left-hand corner of the window that says whether or not it was successful.


If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

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