{"id":25241,"date":"2024-12-11T09:46:20","date_gmt":"2024-12-11T09:46:20","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a7%d8%b3%d8%aa%d9%8a%d8%b1%d8%a7%d8%af-%d8%a7%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1-%d9%85%d9%86-%d8%ae%d9%84%d8%a7%d9%84-%d8%a5%d9%83%d8%b3%d9%8a%d9%84\/"},"modified":"2024-12-15T10:10:58","modified_gmt":"2024-12-15T10:10:58","slug":"import-invoices-from-an-excel-sheet","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/import-invoices-from-an-excel-sheet\/","title":{"rendered":"Import Invoices"},"content":{"rendered":"
    \n
  1. From the main menu click on “Sales<\/strong>“.<\/li>\n
  2. Select “Manage Invoices<\/strong>“.<\/li>\n
  3. Click on the button “Import<\/strong>“<\/li>\n
  4. Select the prepared invoice file in one of the formats supported by the system for file import.<\/li>\n
  5. Choose the file format of the uploaded file:\n
      \n
    • Comma Separated<\/li>\n
    • Semi Column Separated<\/li>\n
    • Tab Delimited<\/li>\n<\/ul>\n<\/li>\n
    • If you have added a header for each column in the Excel file, do not enable the “Import first row<\/strong>” option.<\/li>\n
    • Invoice Status:<\/strong> Choose the invoice status. Select “Issued<\/strong>” if you want to import the invoices as actual invoices, or select “Draft<\/strong>” if you want to review the invoices after import and then convert them into invoices.<\/li>\n
    • If you enable the “Auto-generate invoice numbers<\/strong>” 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.<\/li>\n
    • Click on the “Next Step<\/strong>” button.<\/li>\n
    • Link each column in the file to the corresponding columns in the system.<\/li>\n
    • Click on the “Import<\/strong>” button.<\/li>\n
    • The program will provide a clear report of the records that were successfully imported.<\/li>\n<\/ol>\n
        \n
      • Note:<\/strong> Please contact our technical support team for more information about the supported file formats and how to prepare them for upload to the system.<\/li>\n<\/ul>\n","protected":false},"author":13,"featured_media":0,"template":"","categories":[2149,2036,2151],"tags":[7667,7668],"class_list":["post-25241","tutorial","type-tutorial","status-publish","hentry","category-invoices-and-estimates","category-sales","category-invoices-operations","tag-import-invoices","tag-import-invoices-from-excel"],"yoast_head":"\nImport Invoices - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/import-invoices-from-an-excel-sheet\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Invoices - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"From the main menu click on “Sales“. 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