Action
On this page, you can perform bulk actions - client data modifications - on the basis of these filters:
| Invoicing group | The Invoice group filter |
| Payment method | Client´s payment option Set payment options up in Invoicing Settings Code lists Payment types. |
| Client group | The Client group filter |
| Client status | The Client status filter |
| Balance | Actual balance of client´s account. Positive number means an overpayment, and negative one is a debt. |
| Client detail | SItuations/states set in the system |
These filters allow you to select a specific group of clients. When you are configuring the filters, you always have the following three options: the Don’t use option, the positive option (is) and the negative option (is not). If you choose one of the latter, you also have to enter a particular value into the field provided. If you set a certain filter, you can immediately see in the upper-right corner of the table the count of clients that match the set criterion. You can also click on Show appropriate contacts and check the list of clients that match the filter/s set. When you click on the name of a certain client, you will be taken to their Client card.
If you are satisfied with the selection of clients, you can proceed to the right. There you have to mark those items that you want to change in the selected clients and then set the desired values for them. The following options are available:
- Invoicing group
- Client group
- Client status
- Payment method
- Invoices by e-mail
- Invoices by post
- Don’t send payment reminders automatically
- Show on map
- Do not display overdue payment
- Generate new password to Client portal
- Issue a pro-forma invoice
- Returned contract
Finish the process by clicking on Transfer clients.