MediaOS' batch action options allow you to quickly perform certain tasks en mass, from downloading PDF's to deleting multiple invoices at once.

How Batch Action Works

The invoices that are included in the batch action are determined by whether or not any checkboxes are selected. Each invoice has it's own checkbox to the left of the invoice.

1. If no checkboxes are selected, all results, including any subsequent pages of invoices not currently visible, will be included in the batch action.
2. If checkboxes are selected, only the invoices selected will be included in the batch action.

Email Campaign

The Email Campaign option allows you to Send an Email Campaign for multiple invoices at once.

1. Filter for or select the invoices you wish to send a campaign to.
2. Click Batch Action and choose the Email Campaign option
3. Under the New Campaign section enter these details:
4. The Campaign Name
5. Which Emails will receive the campaign. Your options are: All Emails, Primary Advertiser Emails, All Advertiser Emails or All Contacts Emails
6. Use the Only send a single email per unique email checkbox to ensure that your contact will only receive one unique email even if they are a contact for several insertions. 
7. Select Results – you can choose to send this campaign to the accounts you selected on the Accounts page or you can choose to send the campaign to all accounts that you searched for.
8. Next, choose your template. Create a new template or select an existing template. Then, click Next.
9. Enter your Sending Details
10. Subject: Subject line of your email campaign
11. From Email: Enter the appropriate sender’s email
12. From Name: Enter the sender’s name
13. Select, Next to schedule the email campaign.
14. In the Schedule box select you:
15. Send Date: date you want the campaign to be sent.
16. Send Time: time you want the campaign to be delivered.
17. Next, click the Schedule Campaign button to see an overview of the email campaign.

PDF

The PDF option allows you to download all chosen invoices into a single PDF. The downloadable file will be found under the Today tab in the navigation panel.

• Filter for or select the invoices you wish to download
• Click Batch Action and choose the PDF option
• Name your file and select Export
• A temporary green banner will appear telling you that your export is processing. You can click on the link in the pop up to be taken directly to the Today tab.

Individual PDF's

The Individual PDF option allows you to download all chosen invoices into their own, separate PDF. The downloadable file will be found under the Today tab in the navigation panel.

• Filter for or select the invoices you wish to download
• Click Batch Action and choose the Individual PDF option
• Name your file and select Export
• A temporary green banner will appear telling you that your export is processing. You can click on the link in the pop up to be taken directly to the Today tab.

Download as CSV

The Download as CSV option allows you to download a spreadsheet of all chosen invoices with their relevant information. The downloadable file will be found under the Today tab in the navigation panel.

• Filter for or select the invoices you wish to download
• Click Batch Action and choose the Download as CSV option
• Name your file and select Export
• A temporary green banner will appear telling you that your export is processing. You can click on the link in the pop up to be taken directly to the Today tab.\
• Note: The CSV file downloads all available fields related to the invoice. This download cannot be customized.

Delete

For information on deleting invoices via batch action click here.

Assess Finance Charge

For information on assessing finance charges via batch action click here.

Run Workflow

The Run Workflow option allows you to manually run the automated workflows related to invoices of your choice.

• Filter for or select the invoices you wish to download.
• Click Batch Action and choose the Run Workflow option.
• Select the workflow you want to run and click Submit.
• The workflow will run, but any end result of the workflow (notification, changed pipeline status, etc.) will not appear until the workflow has run through all selected items.
• A temporary green banner will appear telling you that your export is processing. You can click on the link in the pop up to be taken directly to the Today tab.