Payments - Bulk Actions


Overview


Payments can be applied to one or more orders for full or partial amounts. A deposit on invoice (down payment on an unposted invoice) is processed like a regular payment but DocketManager can tell the difference when applying GL accounts.


Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculation needs to be done based on the Bulk Actions tool being used and the fields that are being updated.


Bulk Actions

Step     Action

  1.       Select entries under Bulk Actions to be actioned by checking boxes on

            the left-hand side.  All entries can be actioned by checking box to left

            of {New} under Payments.  


  2.      Select {Bulk Actions}. A Bulk Actions modal will open.


  3.      Complete the applicable fields.

  4.      Select {Save}.