Hello, SEOConsult.
I know the importance of having the option to move multiple invoices all at once. Since this will save much of your time to complete other tasks.
Currently, there isn't an option to move all selected invoices to a project. Moving existing invoices with payment linked on it will disconnect the payment. With this, you might have difficulty looking for that specific payment on linking it again.
On the other hand, you can convert each sub-customer to a project. However, your sub-customers existing transactions won't automatically transfer over.
Here's how to convert sub-customers to a project:
- Go to the Sales menu, then click the Customers tab.
- Select the New project dropdown and then Convert from sub-customer. Or, look for the Do you organize sub-customers as projects? message and choose the Convert now link.
- Locate the sub-customer you want to convert.
- Click Convert, then Continue to confirm.
Feel comfortable reading this resource to learn more about the process: Change sub-customers into projects.
Adding more insight, you can review these helpful articles. This should point you in the right direction:
Just reply to this post if you have a further concern about moving invoices to a project. I'll be here to help. Have a great day!
