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:
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:
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.