How Can I Bulk Close All Processed Bills in Kalix?
Kalix allows users to efficiently manage billing workflows by providing a feature to bulk close bills marked as "Processed." Follow the step-by-step instructions below to update the status of multiple bills at once and streamline your billing processes.
Step-by-Step Instructions to Bulk Close Processed Bills
Navigate to the Bills Page - From the main dashboard, go to Billing → Billing → Bills.
Filter for Processed Claims - Use the filtering tool to focus only on bills that are in the "Processed" status: - Click Add Filter. - Select the filter option for Status and set it to Processed. - Apply the filter to view all processed claims.
Use the Bulk Status Update Feature - Once the relevant claims are filtered: - Click the Bulk Status Update button. - In the dialog box that appears, set the new status to Closed. - Confirm the update to apply the changes to all selected bills.
Additional Notes
Closing processed bills removes them from active billing workflows and marks them as completed.
Updating bills to "Closed" will automatically clear outstanding amounts for clients associated with those bills, helping maintain accurate accounting records.
By following these steps, you can simplify your billing process and ensure that all processed claims are appropriately closed in Kalix.