The following tutorial applies to invoices, estimates and purchase orders:
1. Go to Invoices tab
2. Click “New Invoice”or select an existing invoice and click “Edit”
3. Click the “+Import Items” link.
4. Download our Excel line-item import template.
5. Fill in your line-items in the Excel spreadsheet, then save your file.
6. Select “Choose File” and select the file you have saved.
7. Click “Import Items” The imported line-items will now appear in your invoice !