Bulk Update lets you perform actions on multiple invoices simultaneously. The available bulk actions are the same invoice actions you already use individually, with the addition of bulk selection and shared Bulk Update permissions.
Who can use Bulk Update?
Bulk Update permissions depend on the user’s role.
Role | Bulk Update | Download | Delete |
Owner | Yes | Yes | Yes |
Admin | Yes | Yes | Yes |
Member | No | No | No |
Co-counsel | No | No | No |
Client | No | No | No |
Custom Role | Only if Bulk Update permission is enabled | No | No |
Important:
Bulk Update is enabled by default for Owners and Admins.
Members, Co-counsel, and Clients cannot access Bulk Update.
Custom roles can use Bulk Update only if the Bulk Update permission has been granted.
Download and Delete actions are available only to Owners and Admins.
If your role does not have Bulk Update permission, the Bulk Action Bar will not appear.
How to Bulk Update Invoices
Navigate to Invoices.
Select the checkbox beside each invoice you want to manage.
Once invoices are selected, the Bulk Action Bar appears at the bottom of the page.
Choose the action you want to perform.
Complete the required steps and confirm the action.
The available bulk actions are the same invoice actions that are available for individual invoices. Bulk Update does not introduce new invoice functionality—it simply allows you to perform existing actions on multiple invoices at once.
Invoice Actions
The Bulk Action Bar provides access to the existing invoice actions available in Lawcus.
Download Invoices
Owners and Admins can download selected invoices using the Download option in the Bulk Action Bar.
This option is not available to other user roles, including custom roles with Bulk Update permission.
Delete Invoices
Owners and Admins can delete selected invoices using the Delete option.
This action is unavailable to all other user roles, including custom roles with Bulk Update permission.
Good to know
The permissions above are the same as the other modules that support Bulk Update.
Download and Delete stay limited to Owners and Admins.
Because the invoice actions are unchanged, their individual behavior is covered in the existing Invoices documentation.