{"id":158173,"date":"2026-10-26T14:29:14","date_gmt":"2026-10-26T14:29:14","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/importing-sales-invoices\/"},"modified":"2026-11-11T14:11:16","modified_gmt":"2026-11-11T14:11:16","slug":"importing-sales-invoices","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/importing-sales-invoices\/","title":{"rendered":"Importing Sales Invoices"},"content":{"rendered":"
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The system lets you import Sales invoices in bulk from an Excel or CSV file instead of creating them manually one by one. This is useful when you move your invoices from another system, or when you issue a large number of invoices at once. This article explains how to import from a file, and at the end it describes the difference between importing from a file and AI upload<\/strong>, as well as the reasons why invoices might fail to upload.<\/p>\n

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Permissions:<\/strong> You need permission to add new invoices, or permission to add invoices for your own clients only. Without one of them, the Import<\/strong> option does not appear.<\/p>\n<\/div>\n

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Table of Contents<\/p>\n

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  1. How to Access<\/strong><\/a><\/li>\n
  2. Preparing the Import File<\/strong><\/a><\/li>\n
  3. Steps to Import Invoices<\/strong><\/a><\/li>\n
  4. Field Descriptions<\/strong><\/a><\/li>\n
  5. Import Options<\/strong><\/a><\/li>\n
  6. Tracking the Import Process<\/strong><\/a><\/li>\n
  7. Rules and Restrictions<\/strong><\/a><\/li>\n
  8. Error Messages<\/strong><\/a><\/li>\n
  9. Impact on the System<\/strong><\/a><\/li>\n
  10. Alternative: AI Upload<\/strong><\/a><\/li>\n
  11. I Can’t Upload Invoices. What’s the Reason?<\/strong><\/a><\/li>\n
  12. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    How to Access<\/h2>\n
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    1. From the main menu, click Sales<\/strong>, then Invoices<\/strong>.<\/li>\n
    2. Click the arrow next to the Add<\/strong> button.<\/li>\n
    3. Select Import<\/strong>.<\/li>\n<\/ol>\n

      Or open the page directly: Import Invoices<\/strong><\/a>.<\/p>\n

      Preparing the Import File<\/h2>\n