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Invoices & documents

Import invoices from CSV

Map your columns and review invoices before creating them.

Create your customers and billing contacts first. Then open the invoice import flow and use its example CSV.

  1. Upload the file.
  2. Map your column names when needed.
  3. Review dates, amounts, customer matches and duplicate rows.
  4. Fix errors before confirming.
  5. Check the final results, including background processing for larger imports.

Required columns: customerId, invoiceNumber, issueDate, dueDate, currency, originalAmount. Optional columns: billingContactId, description, externalReference.

Use the workspace's existing customer IDs. Use YYYY-MM-DD dates, a currency such as INR, and plain amounts such as 25000.00 without commas or currency symbols.

Imports support up to 1,000 rows in a 512 KiB UTF-8 CSV. Review duplicate and invalid-row results rather than repeatedly uploading the same file.

Importing invoices does not activate a reminder sequence or send email.

Create and manage invoices

Save the amount, due date and intended billing recipient.

Create an invoice from a document

Upload a PDF or image, review suggested details and confirm the saved recipient.