> ## Documentation Index
> Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Multiple Invoices

> Apply eligible actions to several invoices at once

Use bulk actions when the same outcome applies to several invoices. The app
evaluates each selected row, shows what will change or be skipped, and reports
the result when the action finishes.

## Choose the Working Scope

Both invoice lists support multi-select:

* **Financials → Event Financials** works company-wide and includes **Link** and
  **Unlink**.
* **Event → Financials** is limited to one event and omits linking actions.

Apply filters or Search before selecting rows. Selection follows the current
list, so changing a filter can remove rows from the active batch.

## Build a Deliberate Selection

1. Select the checkbox beside each invoice.
2. Compare the selected rows' Status, Approval, Type, Amount, and Event Name.
3. Select **Actions**.

<Frame caption="The company-wide list is filtered to the three IMG 05 invoices and all are selected, so Actions can apply one reviewed batch across Owed, Void, and Paid statuses.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/M7SHJeUJS0rbix92/assets/app/financials/guides/multiple-invoices-actions.png?fit=max&auto=format&n=M7SHJeUJS0rbix92&q=85&s=32752b0a24f151bae7bdc25ef3e7159d" alt="Company Event Financials filtered for IMG 05 with three selected Claim Handling Costs invoices: INV-240863-315 is Owed, INV-367605-113 is Void, and INV-727864-530 is Paid. The Actions menu is open with Approve, Run Bill Review, Link, Unlink, and Mark As available." width="1280" height="720" data-path="assets/app/financials/guides/multiple-invoices-actions.png" />
</Frame>

The available actions are:

| Action                | Result                                                                                  |
| --------------------- | --------------------------------------------------------------------------------------- |
| **Approve**           | Approves eligible unapproved invoices. Already-approved rows are skipped.               |
| **Link**              | Links or moves invoices to one destination event. Available company-wide only.          |
| **Unlink**            | Removes event or policy links. Available company-wide only.                             |
| **Mark As → Paid**    | Records payments for each open line and restores voided invoices first when needed.     |
| **Mark As → Owed**    | Removes payments and restores voided invoices when needed.                              |
| **Mark As → Void**    | Reverts payments, then voids live invoices. Drafts and already-voided rows are skipped. |
| **Mark As → Delete…** | Permanently removes every selected invoice from working lists and reports.              |

<Warning>
  **Mark As** performs the financial actions that make the status true. It does
  not overwrite a label. For example, Mark As Paid records settlement, and Mark
  As Owed removes recorded payments.
</Warning>

## Review Mixed-Selection Eligibility

Open **Mark As** and choose the intended target. A target is disabled when none
of the selected invoices would change. It remains available for a mixed
selection when at least one row can change.

<Frame caption="The expanded Mark As menu confirms that this mixed selection has eligible status changes, while separating the irreversible Delete action from the financial status actions.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/vJxRMINF9gn0uzSY/assets/app/financials/guides/multiple-invoices-mark-as-menu.png?fit=max&auto=format&n=vJxRMINF9gn0uzSY&q=85&s=f3ab2f3ecb8e079afd7b779e4ff6e481" alt="Company Event Financials filtered for IMG 05 with three selected invoice rows and the Actions menu open. The Mark As submenu shows Paid, Owed, and Void, followed by a separator and the red Delete action." width="1280" height="720" data-path="assets/app/financials/guides/multiple-invoices-mark-as-menu.png" />
</Frame>

The confirmation states:

* how many invoices will change;
* how many will be skipped because they are already in the target state;
* whether payments will be removed;
* whether voided invoices will be restored first; and
* for payment actions on Loss/Recovery types, any reserve decision that needs
  attention.

<Frame caption="The confirmation separates the two invoices that will change from the already-owed row that will be skipped, making the payment reversal and void restoration visible before anything is recorded.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/vJxRMINF9gn0uzSY/assets/app/financials/guides/multiple-invoices-mark-owed-confirmation.png?fit=max&auto=format&n=vJxRMINF9gn0uzSY&q=85&s=b04e63a729a35ed67a44fdc250bb14b3" alt="Mark Invoices Owed confirmation over Company Event Financials filtered for IMG 05. The dialog says, 'Mark 2 invoices owed — 1 is voided and will be restored; 1 has payments that will be reverted. 1 will be skipped (already fully owed),' with Mark Invoices Owed and Cancel buttons." width="1280" height="720" data-path="assets/app/financials/guides/multiple-invoices-mark-owed-confirmation.png" />
</Frame>

Select the confirmation action only when those buckets match your intent.

## Read the Result and Retry Safely

When the operation completes, a message reports **updated**, **skipped**, and
**failed** counts. If every row succeeds or is skipped, the selection clears.
If some fail, only the failed rows remain selected, allowing a focused retry
after you correct the cause.

Verify the changed statuses, approval indicators, event links, amounts, and
event-level totals. For the detailed rules behind a specific action, use:

* [Approving and Unapproving
  Invoices](/financials/guides/approving-and-unapproving-invoices)
* [Linking, Unlinking, or Moving an
  Invoice](/financials/guides/linking-unlinking-or-moving-an-invoice)
* [Voiding and Restoring an
  Invoice](/financials/guides/voiding-and-restoring-an-invoice)
* [Deleting an Invoice](/financials/guides/deleting-an-invoice)