Perform bulk invoice operations in MediaOS with a single click—from email campaigns to PDF exports and workflow automation.
What are Batch Actions #
Batch Actions in MediaOS allow you to complete common invoice-related tasks across multiple records at once. Whether you need to email several clients, generate PDFs, or export financial data, this tool eliminates the need to process invoices one-by-one—saving time and reducing errors.
How Batch Action Selection Works #
Each invoice on the Invoices page includes a checkbox on the left side. These checkboxes determine which invoices are included in a batch action.
If you do not select any checkboxes, MediaOS will apply the batch action to all invoices in your current filter, including those on additional pages not immediately visible. If you select specific checkboxes, only those invoices will be included in the batch.
Sending an Email Campaign #
To send a bulk email campaign, first filter or select the invoices you want to include. Then click Batch Action and choose Email Campaign.
In the New Campaign section, enter a campaign name and select the type of email recipients—options include All Emails, Primary Advertiser Emails, All Advertiser Emails, or All Contacts Emails. You can also check the box labeled Only send a single email per unique email to avoid duplicate sends.
Next, choose whether to send the campaign to only selected accounts or to all accounts that match your filter. Select a saved template or create a new one, then click Next to enter your sending details, including Subject, From Email, and From Name.
Afterward, choose your Send Date and Send Time, then click Schedule Campaign to review and confirm.
Exporting Invoices as PDF's #
To download invoices as a single consolidated file, filter or select your invoices, click Batch Action, and choose PDF. Enter a file name and click Export.
If you want each invoice saved as a separate file, use the Individual PDF option instead. Both export types will generate files under the Today tab in the left-hand navigation panel. A green banner will appear to confirm the export is processing. Click the banner link to access the file directly.
Downloading Data as CSV's #
To export invoice data in spreadsheet format, select your invoices, click Batch Action, and choose Download as CSV. Name your file and select Export. The download will appear in your Today tab. MediaOS includes all invoice fields in the CSV export—this output cannot be customized.
Note: The CSV export includes every available field related to each invoice and is ideal for reconciliation or external reporting.
Running Invoice Workflows #
The Run Workflow action lets you manually apply an automation to a selected group of invoices. After selecting your invoices, click Batch Action, choose Run Workflow, then select the appropriate workflow from the dropdown.
Click Submit to trigger the automation. Once the process runs, outcomes such as notifications or pipeline status updates will reflect across all selected invoices. A temporary green banner will confirm that the action is processing, and results can be reviewed via the Today tab.
Additional Batch Action Options #
To learn more about using batch actions to assess finance charges or delete invoices, refer to these links.
