Excel Invoice Template

Here is how you utilize Excel invoice template to generate a bulk of invoices:1. Go to “Invoices” tab

2. Click “Import Invoices”

3. Download the invoice import template. The template contains sample data as illustrated:

invoice_excel_1

4. Save your changes.

5. Click “Choose File” to select your modified template.

6. Finally, click “Import Invoices” button.

7. Upon completion invoices will be available as illustrated:

invoice_excel_2

Creating a Multiline Invoice

The following fields should appear multiple times:
  • Invoice Number – this is so that mutliple lines can be bounded to the same invoice
  • Line-item fields: description, qty, price, discount (optional), tax (optional)

 

Notes

1. Client lookup is done via e-mail address. If client record does not exist it will be created.

2. Invoice number is optional, otherwise it will be auto-numbered.

3. Tax is retrieved from your account (via tax name).

4. All other fields are optional.