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Merge multiple invoice lines, select lines to bulk code or bulk delete lines or bulk change the GST state
Merge multiple invoice lines, select lines to bulk code or bulk delete lines or bulk change the GST state

Merge lines, bulk select lines, bulk code lines, bulk delete lines, bulk change GST state

Customer Success Team avatar
Written by Customer Success Team
Updated over a week ago

Invoices and statements often hold many lines of information all relating to the same project or code.
You can merge these lines together into a single line, or bulk code all selected lines. This feature makes coding and reporting quicker, easier and more relevant for you and your business.

How to select invoice lines to bulk code or merge

  1. To select all lines within an invoice:

  • Click on the checkbox on the top left corner of your invoice

  • This will select all coding lines in your invoice and will move you to the blue banner screen.

    2. To select specific lines within an invoice:

  • Hover over the first line to be included in the bulk batch 

  • Click the checkbox. This moves you to the blue banner screen.

  • Repeat to add additional lines.

TIP: The top left corner of your screen displays the number of selected lines. Click the X next to the number selected to un-select all lines or you can un-tick them individually.

Bulk code within an invoice

How to apply the same code to multiple lines within an invoice.

  1. Select the lines that will have the same code applied.

  2. Enter the code that will be applied to any of the selected line. All selected lines will now have the same code applied.
    TIP: You can enter the code into any one of the selected invoice lines.

NOTE: Production and livestock invoice lines that require more detailed information are not suitable to bulk code. These codes will not be available for you to select.

Merge lines within an invoice

How to merge multiple lines to become a single invoice line

  1. Select all of the lines that will be merged into one.
    NOTE: The line at the top of your selection will become the single merged line and that description will be viewed. You can edit the description, if required.

  2. Click Merge. All of the selected lines will merge to become one line ready for you to code.

Note: Once you have merged your lines and clicked Save, you cannot un-merge the lines.

Bulk delete lines in an invoice

  1. Select all the lines you want to delete

  2. Click delete. All the selected lines will be deleted.

  3. Click Save

Note: This is a handy way to delete all the zero dollar lines. In the Needs Action screen, filter for Zero dollar lines. Click on the box that allows you to select all the lines. This will take you to the selected state. You can then delete all the lines.

Bulk change to GST state

In some instances you may want to change the GST state for multiple lines. For example there are times when the coding lines are all GST exclusive and you want them to be GST inclusive to match the header amount. On occasions, this can occur using the Invoice scanner.

  1. Select all the lines you want to change GST state on.

  2. Click whether you want to add GST or remove GST from the selected lines.

  3. At the bottom of the screen will be a warning to Complete balancing to save. You need to adjust the header amount in the Needs Action screen to allow for this correction.

  4. Click Save.

  5. In the needs action screen adjust the header amount so the invoice balances.

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