Import Old Invoices Using CSV
Keeping your accounting in order within the system has become easier; you can now bring older invoices over in CSV files. So, in a few clicks, you can bring external data into the system without triggering automated reminders.
⭐️ Why Is This Feature Beneficial To Your Company?
Centralized History: This simplifies the management, reporting and tracking for your billing history by allowing you to keep all invoices in one place.
Simplified Migration: No more friction when moving an invoice from other billing platforms or spreadsheets, simply upload, map, and done!
Increased Accuracy: Remove human error from the equation, bulk import historical invoices at once, helping you save time, effort and resources.
⭐️How To Import Old Invoices Using CSV?
Start by navigating to the Invoices & Estimates tab inside the Payments section. Click the + New button and select Import Invoices using CSV.
Upload your CSV file. We recommend downloading the sample file and using it as a template before importing.
Map the Date and Tax fields from the file to ones in the system.
Click Start Import to begin. A green confirmation banner will appear.
Once the import is completed, you’ll receive an “Invoice Import Summary” email giving you a breakdown of success and failure rates. Once imported, your late fees and tips global settings will start to apply to these imported invoices.
