How to Import Invoices to Invoice123?

Importing invoices to Invoice123 offers several advantages. It saves time by quickly inputting a large volume of invoices, ensures accuracy and consistency in invoice data, and streamlines workflow by automating the process. Additionally, it allows for seamless data integration with other systems, enhancing overall efficiency in invoice management.

How to do it?

Open the INTEGRATIONS list

There are two ways to find integrations. Either in the Account Control Panel by selecting the PUZZLE ICON, or in Account Settings by clicking INTEGRATIONS

In the list of modules, find the INVOICE IMPORTER integration and INSTALL it

Once invoice importer option is installed and active, it can be reached through button VIEW

OR

Invoice import function can be found through invoice list

Upload the file in CSV FORMAT

Link attributes - automatic linking only for example file

Mandatory fields for import:

Customer Name Last Name;
Product/Service Name;
Product/Service final price.

Additional (optional) fields:

Unique ID - the system will not allow duplicate records to be uploaded;
Invoice Number - required when you want to import invoices that have already been issued;
Date - if the invoice dates are different;
Customer's email address;
Customer code;
Customer VAT code;
Customer address;
Quantity of product/service - only required if the quantity is more than 1.
If you want to create new invoices, you do not need to fill in the account number. The system will automatically number the invoices

Fill in the last data required for import

Import the invoices by clicking on the blue IMPORT INVOICES button

In case invoices were imported incorrectly, whole import can be deleted through history

Updated on: 03/06/2024