I have to delete a bunch of invoices for a specifi...
# generala
AK
09/18/2020, 5:35 PMI have to delete a bunch of invoices for a specific customer, is there an easy way to bulk delete these? thank you!
l
Luis
09/18/2020, 5:47 PMIf there are no applying transactions like payments, I'd create a saved search for those invoices to delete. Use shift to select the rows to delete then press Delete key (if on Mac).
You can even increase the Number of Rows in List Segments to capture all the Invoices in one page of the saved search so you can delete them at once.
k
KevinJ of Kansas
09/18/2020, 5:50 PMa
AK
09/18/2020, 6:34 PMThank you Kevin! Always appreciated!
AK
09/18/2020, 7:33 PM@KevinJ of Kansas any way I can enable the saved search to load more lines?
k
KevinJ of Kansas
09/18/2020, 7:35 PMedit your "list" length preference to be up to 500.
KevinJ of Kansas
09/18/2020, 7:35 PMThat said - I often struggle trying to delete more than 100 at a time.
a
AK
09/18/2020, 7:35 PMah okay, i'll test to see how it goes then thank you!
AK
09/18/2020, 7:49 PMyep, no luck haha 200 works though! thanks again have a great weekend @KevinJ of Kansas
m
Mars
09/21/2020, 2:15 AM@KevinJ of Kansas why is adding a memo field necessary for mass deletion?
Mars
09/21/2020, 2:15 AMmessage has been deleted
k
KevinJ of Kansas
09/21/2020, 2:10 PMYou need a field that is inline editable.
KevinJ of Kansas
09/21/2020, 2:11 PMMemo is almost always present - and is almost always in line editable
👍 1
a
AK
09/21/2020, 2:13 PMmessage has been deleted
AK
09/21/2020, 2:13 PMjust to add, as you can see memo is the only one with a pencil (allows edit)
k
KevinJ of Kansas
09/21/2020, 2:14 PMYou could use other fields instead of memo - as long as they were in line editable
5 Views