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Invoice - Bulk invoice number update and release hold.

edited Jun 24, 2025 9:29AM in Visual Builder 2 comments

Hi,

We have a requirement to update invoice number and then release the hold for bulk invoices. I see that we can achieve this requirement through the following ways.

  1. Write an integration and receive the excel to update the invoice numbers and release the holds.

Question: How business user will invoke the integration.

2. Using excel visual basic plugin to update the release holds and invoice numbers. In this can we need to use two different sheets.

Question: Is there a way to have one common excel to perform this activity instead of two sheets.

Please clarify.

Thanks,

Rajesh K

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