Bulk Add and Send Invoices

Upload up to 80 invoice PDFs at once, let Resolve auto-fill the details, then review and send them in a single action — all from the Merchant Dashboard.

Tip: Already adding invoices via API or an ERP integration (QuickBooks, NetSuite, etc.)? Those connections continue to work as before. Bulk Add and Send is for merchants who upload invoice PDFs directly in the Merchant Dashboard.

Who is this for?

Bulk Add and Send is built for merchants who:

Bill in weekly or monthly cycles and routinely send 10–80 invoices at a time
Don't have an ERP integration with Resolve, or have one but still upload some invoices manually
Spend significant time clicking into each invoice individually before sending

If that sounds like you, this feature can replace 30–60 minutes of manual work per cycle with a single guided flow.

How Bulk Add works

Step 1 — Open the Add Invoice flow

Sign in to the Merchant Dashboard.
Go to the Invoices tab.
Click Add Invoice.

Step 2 — Upload up to 80 PDFs

In the upload step, drag and drop or browse for the invoice PDFs you want to add. You can select up to 80 files in a single batch. Files beyond the 80-file cap will be rejected — you can run a second batch once the first one finishes.

Resolve will parse each PDF in the background. The parser will attempt to populate:

Customer (matched to one of your existing customer records)
Invoice number
Amount
PO number
Order number
Net terms
Shipping information (when present on the PDF)

Step 3 — Wait in the modal, or keep working

You have two options while parsing runs:

Stay in the modal. You'll see a loading state. When parsing finishes, you'll move directly into the review table (Step 4).
Click "Wait in dashboard." The modal closes and a persistent "Processing X invoices" notification appears in your dashboard. You can keep working — navigate to other tabs, look up customers, anything you'd normally do. The notification follows you across pages and even appears if you sign in from another browser or device.

Note: When you first close the modal, a "Uploading files— please do not reload or close this page" notification will appear. Do NOT close or refresh the page while this message is present. It will disrupt the upload process and you may have to start over.

When the batch finishes, you'll see a notification like "36 of 40 invoices successfully uploaded!" with a View invoices button that opens the review table.

Note: Only one bulk upload can be active per merchant at a time. If a batch is in progress, the Add Invoice button will be disabled until it completes. Single-file uploads are unaffected and continue to work normally.

How Bulk Send works

Step 4 — Review the parsed invoices

The review table organizes your uploaded invoices into two sections:

Needs review or additional information — drafts that are missing a required field (customer, amount, terms, shipping info, etc.) or where the parser couldn't confidently match a value. These appear in your Drafts tab as well.
Ready to send — invoices where every required field was populated. These show a checkbox in the leftmost column.

Each row displays: Invoice #, Customer, Invoice Amount, Terms, Advance (Y/N), Order #, PO #, Note for Customer, additional files, and an actions menu.

To fix a draft: click the kebab menu (⋮) on its row and choose Edit. The standard invoice editor opens with the parsed data pre-filled — make your corrections, click Save and Go back, and you'll return to the review table. You may also send that individual invoice, then continue editing other parsed invoices.

Step 5 — Select and send

In the Ready to send section:

Tick the checkbox on each invoice you want to send, or use the header checkbox to select all on the page. Your selections will remain across pagination.
Click Send invoices.
Resolve runs the same validations as a single-invoice send (credit limit, required fields, shipping data) on each invoice in the batch.
The modal closes and you'll see a toast confirming the result:
- All succeeded: "X invoices sent successfully."
- Partial success: a success notification plus an error notification listing the invoice numbers that failed.
- All failed: an error notification only.

If you need to step away, click Save and exit. Your drafts stay in the Drafts tab and your "Ready to send" invoices stay in the Ready to send tab — you can come back any time.

Coming back to send later: the "Review and send invoices" bulk action

If you uploaded invoices earlier (or your ERP brought them in) and want to send a batch now, you don't have to re-upload anything:

Go to Invoices.
Filter or scroll to find the invoices you want to send.
Tick the checkboxes on the rows.
From the bulk actions menu, choose Review and send invoices.

This opens the same review-and-send modal with your selected invoices pre-loaded. The action is only enabled when every selected invoice is in Draft or Ready to send status — invoices that are already Sent, Paid, Disputed, etc. aren't eligible. Hover the action to see a tooltip explaining the rule.

For invoices in Draft status, the per-row Send button is now labeled Review and Send, since drafts almost always need a quick check before they go out.

FAQs

How many invoices can I upload at once? Up to 80 PDFs per batch.

What file types are supported? PDF only for the bulk uploader. (Single-file flows can also handle a wider range — see the standard Adding an invoice article.)

Can I bulk-send invoices I imported from QuickBooks or NetSuite? Yes. Once those invoices land in your Resolve dashboard with a status of Draft or Ready to send, select them and use Review and send invoices from the bulk actions menu.

The parser put my invoice in the Drafts section. Why? This usually means one of: (a) a required field was missing or unreadable on the PDF, (b) shipping information is required for that customer/term and wasn't captured, or (c) the customer name on the PDF didn't match any of your existing Resolve customer records. Open the draft, fill in the missing piece, save, and it will move to Ready to send.

The parser couldn't match the customer on one of my PDFs. What happens? The PDF is still uploaded and saved as a draft, but the customer field is blank. Edit the draft, choose the correct customer, and the invoice will move to Ready to send. (If you save and exit before resolving the customer, you'll see a warning that customer-less drafts will not appear in the Drafts tab — this is expected.)

Can I run two bulk uploads at the same time? No. Only one bulk upload can be active per merchant. Wait for the current batch to finish (or fail) before starting another. This avoids duplicates and parsing conflicts.

If I close my browser, do I lose my upload? Yes and no. During the upload phase, you may lose your uploaded files if you close to reload the page. However, during the processing phase (where our system parses your uploaded files), the parsing runs server-side and the progress notification appears wherever you next sign in — whether that's the same browser, a different browser, or a different device.

What if some invoices fail to send? Resolve sends every invoice that passes validation and skips the rest. You'll get a toast listing the invoice numbers that failed, and those invoices stay in Drafts or Ready to send so you can fix and retry.

Will buyers receive different emails because they were sent in bulk? No. Each invoice generates its own buyer-facing email and credit deduction, exactly as if you'd sent them one at a time.

Will the parser get smarter over time for my recurring invoices? Not yet — every PDF is parsed independently today. We're tracking interest in adaptive parsing for future improvements.

Troubleshooting

The Add Invoice button is greyed out. A bulk upload is still in progress on your account. Wait for the "Uploading X invoices" notification to complete (or fail), then try again.

My batch says "0 of 40 invoices successfully uploaded." This typically means the PDFs were unreadable or the parsing service timed out. Try uploading a smaller batch (5–10 invoices) to confirm the files are valid PDFs, then scale up.

A PDF parsed correctly but the invoice doesn't show up in the dashboard. Check the All and Drafts tabs. Drafts without a matched customer can sometimes hide from the default view. If you still can't find it, contact support with the invoice number and PDF filename.

The "Review and send invoices" bulk action is greyed out. At least one of your selected invoices is in a status other than Draft or Ready to send (e.g., Sent, Paid, Voided). Deselect the ineligible rows and the action will enable.

Need more help?

If something doesn't behave the way this article describes, or you'd like a walkthrough on your account, reply to any Resolve email or reach out to support@resolvepay.com. Include your merchant name and, if applicable, the failed invoice numbers — it speeds things up.

Bulk Add and Send Invoices (From Dashboard)