Grouped actions

Modified on Thu, 29 Sep 2022 at 10:54 AM

Fact allows to perform certain actions for a selected set of documents.

This can be done from :

The list of all documents accessible by clicking on the "All" tab of the "Documents" menu
The list of documents of a specific type (estimates, invoices, etc.)

Grouped actions from the list of all documents

In this case the only possible actions are:

“Send reminders”,
“Send by email”,
“Télécharger”.

Grouped actions from the list of documents of a specific type

Generate several documents

This grouped action allows several documents to be generated at the same time.

This grouped action is only available with the following documents:Quotes
Purchase orders
Delivery notes
Invoices
Credit notes

Go to the "Documents" menu,
Select the desired type of document by clicking on the corresponding tab,
Check the documents concerned by the grouped action
Example: invoices to produce or estimates to produce or etc...
Click on the "Produce documents" button in the top banner
Complete the operation by clicking on the "Yes" button to confirm the production of the selected documents.

Validate multiple documents

This grouped action allows several documents to be validated at the same time

This grouped action only works with the following documents:Invoices
Credit notes

Go to the "Documents" menu,
Select the desired type of document by clicking on the corresponding tab,
Check the documents concerned by the grouped action
Example: invoices to be validated or credit notes to be validated
Click on the "Validate documents" button in the top banner
Complete the operation by clicking on the "Yes" button to confirm the validation of the selected documents.

Send out reminders

This grouped action allows to send reminders in case of delay.

For this group action to work, the e-mail address of each customer must be entered in their respective file.
Only documents whose expiry date has passed can be dunned:
Quotes after their expiry date,
purchase orders after their expiry date,
invoices that are overdue.

Go to the "Documents" menu,
Select the desired type of document by clicking on the corresponding tab,
Check the documents concerned by the grouped action
Example: invoices to be dunned or quotes that have not yet received a response from the customer or etc...
Click on the "Send reminders" button in the top banner
Complete the operation by clicking on the "Save" button to confirm the sending of the selected documents.

The "Group reminders by client" option allows you to send a single reminder e-mail (in the case where a customer has several overdue invoices for example) containing all the overdue  documents.
The option "Attach document in PDF" allows you to send the overdue documents to the e-mail.

The option "Send me a copy of the email" allows you to receive a copy of the email sent to the customer.

Download documents

This grouped action allows you to download several documents at the same time, on a single PDF file.

Go to the "Documents" menu,
Select the desired type of document by clicking on the corresponding tab,
Check the documents concerned by the grouped action
Example: the invoices of a customer or the quotations produced over a specific period or etc...

It is also possible to use the filter area above the list of documents.
Click on the "Download" button in the top banner
Choose the generation method according to your needs:
- Merge in 1 file
- Split in different files
Complete the operation by clicking on the "Generate" button to confirm the sending of the link to download the selected documents.