Lease24

    Managing Invoices and Bulk Actions

    Invoice Statuses

    Every invoice has one of the following statuses:

    • Draft - Created but not yet sent. Can be freely edited.
    • Pending Review - Awaiting approval before sending.
    • Sent - Delivered to the recipient, awaiting payment.
    • Paid - Payment received and recorded.
    • Overdue - Past the due date with no payment recorded.
    • Cancelled - Voided and no longer active.

    Per-Invoice Actions

    Click the three-dot menu on any invoice card to access these actions:

    • Preview - Opens a full document preview of the invoice, including your branding and template styling. From the preview you can also Print or Download as PDF.
    • Edit - Opens the invoice in an edit dialog (available for Draft and Sent invoices).
    • Send - Sends the invoice via email (Draft invoices only).
    • Approve - Moves a Pending Review invoice to Sent status.
    • Mark as Paid - Records the invoice as paid.
    • Delete - Permanently removes the invoice.

    Bulk Actions

    The Bulk Actions dropdown menu at the top of the Invoices tab offers three operations:

    Bulk Delete

    Select multiple invoices and delete them all at once. Only Draft and Cancelled invoices are eligible for bulk deletion.

    Bulk Mark as Paid

    Select multiple invoices and mark them all as paid in one action. Only Sent and Overdue invoices are eligible.

    Bulk Send

    Select multiple draft invoices and send them all at once. Only Draft invoices are eligible.

    How Selection Mode Works

    When you choose a bulk action:

    1. Checkboxes appear next to each eligible invoice
    2. Invoices that do not qualify for the selected action are greyed out
    3. Use the Select All checkbox to select all eligible invoices at once
    4. A count of selected invoices appears in the action bar
    5. Click Confirm to execute the bulk action or Cancel to exit selection mode

    Editing an Invoice

    Click Edit on any Draft or Sent invoice to open the Edit Invoice dialog. This dialog mirrors the Create Invoice form, with all fields pre-filled from the existing invoice. Make your changes and click Save to update.

    Previewing an Invoice

    Click Preview to open the Invoice Preview dialog. This shows the invoice exactly as the recipient would see it, with your template branding, logo, and color scheme applied. From this view you can:

    • Print the invoice
    • Download as PDF (uses your browser print-to-PDF feature)
    • Send the invoice (if it is still in Draft status)