Select the prepared invoice file in one of the formats supported by the system for file import.
Choose the file format of the uploaded file:
Comma Separated
Semi Column Separated
Tab Delimited
If you have added a header for each column in the Excel file, do not enable the “Import first row” option.
Invoice Status: Choose the invoice status. Select “Issued” if you want to import the invoices as actual invoices, or select “Draft” if you want to review the invoices after import and then convert them into invoices.
If you enable the “Auto-generate invoice numbers” option, the system will set the invoice numbers automatically to follow the natural sequence in the system. If you do not enable this option, you will need to upload a column with the invoice numbers in the Excel file.
Click on the “Next Step” button.
Link each column in the file to the corresponding columns in the system.
Click on the “Import” button.
The program will provide a clear report of the records that were successfully imported.
Note: Please contact our technical support team for more information about the supported file formats and how to prepare them for upload to the system.
