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Bulk invoice delete or update

I to have come across a bulk invoice suggestion, but in my case it is a need for a bulk delete. Although mine is a 1 off situation (we had not set up a "delete invoice if not paid by X amount of days", and we now have 562 outstanding, but now irrelevant invoices showing on people's accounts. This bulk delete, for me, would work by searching all, filtering by unpaid, and then by date range.

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    CCDA shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    4 comments

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      • Elaine commented  ·   ·  Flag as inappropriate

        We are only one year into using WA and already I see this as a major headache. We have so many unpaid invoices that will need to be hand deleted. This is going to take a ton of man hours from year to year without a bulk delete. Hope this rises to the top of the wish list.

      • Michael commented  ·   ·  Flag as inappropriate

        Agreed that some way of bulk adding and/or changing invoices is very desirable. One use case for my club is that we regularly go to weekend tournaments, where we organise member's accommodation. Usually we provide a rough idea of price and finalise it after everyone has signed up for the tournament, so we will need to change the price for each person that has signed up, for each tournament throughout the year.

      • Monique Jenkins commented  ·   ·  Flag as inappropriate

        I would like to see this option but more importantly, the option to edit invoices in mass electronically. As a first time user of the system, we forgot to update our membership fee on the website before the reminder email went out so now we have over 200 invoices out with the wrong membership renewal fee on them. Definitely would be helpful to be able to change those and resend in mass instead of manually changing each one!!

      • AdminApricot Kernel (Product Manager, Wild Apricot) commented  ·   ·  Flag as inappropriate

        Ideally, you should not delete invoices, but rather issue credit notes on them. This way you have financial trail and reasons. We do not have credit notes yet - this is another thread - but as soon as we have, we will also have to add ability to bulk record credit notes.

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