Introducing Seamless Invoice Importation Using CSV
We’re excited to bring you a new, streamlined way to manage your historical invoices with our latest feature: importing invoices using a CSV file. This update allows you to effortlessly bring your external invoice data into our platform, ensuring a smooth transition and comprehensive billing management.
What’s New?
- Seamless CSV Import: Easily import invoices from external platforms via a CSV file. Whether your invoices are exported from another tool or stored in a spreadsheet, bring them into our system in just a few clicks.
- Date Field & Tax Mapping: Map CSV columns to our system’s invoice fields, such as issue and due dates, and match your existing taxes with those already configured in our platform.
- Automated Email Summary: Post-import, you’ll receive an email summary with a CSV attachment highlighting successfully imported invoices and identifying any that failed, complete with reasons.
How to Use It
Step 1: Start the Import Process
Navigate to Payments → Invoices & Estimates. In the top right corner, click on + New and select “Import Invoices using CSV” from the dropdown.
Step 2: Prepare Your CSV File
Download the sample CSV template, ensuring your file is properly set up. Before uploading, add any necessary tax rates in your system’s Settings → Taxes area for correct mapping.
Step 3: Map Date Fields & Upload
Properly map the date fields to the correct format as per your CSV setup before uploading.
Step 4: Map Tax Rates
The system will display any tax columns it detects from your CSV. For each entry, choose the corresponding tax rate in your account.
Step 5: Import & Review
Click “Start Import” to initiate the process. You’ll see a confirmation banner when it’s completed.
Step 6: Review the Import Summary
You’ll receive an “Invoice Import Summary” email detailing successful imports and any failures, along with reasons for the latter.
Why We Built It
- Streamlined Migration: Simplifies bringing existing invoices into our platform from various sources with minimal hassle.
- Time & Error Savings: Allows for bulk invoice imports, greatly reducing the risk of typos and saving you time.
- Consolidated Billing History: Maintain a unified system for managing, reporting, and tracking your complete billing history.
Important Notes
- No Automated Reminders for Imported Invoices: Imported invoices won’t trigger automatic reminder emails or texts. Newly created invoices will continue to follow your pre-set reminder schedule.
- Late Fees and Tips: Late fees and tips will apply based on your global or default settings. Adjust these settings for specific invoices if necessary.
For further assistance, visit our Support Page or Contact Us anytime.
In Case You Missed It: Check out our announcement on Live Activity Tracking for Enhanced Estimate Management to stay updated on all the great new features we’re releasing.
