![]() The total amount being billed to the customer for this line item must be the same as the total of the Line Item Quantity multiplied by the Line Item Price for every line This must be a number - Supports up to 5 decimal places - For percentage line items, use the value 1Ĩ characters including negative sign or dollar sign if used The quantity of the item being billed on this line item Requires an exact match with the desired item ID - The desired item must be active in The ID of the item being billed on this line item Requires an exact match with the desired item name - The desired item must be active in The name of the item being billed on this line item If auto charge is enabled for customer, option to choose if an invoice should be auto-paid or not on a per-invoice basis The method by which the product(s) for this Invoice were shipped to this customer The date that the product(s) for this Invoice were shipped to this customer The name of the sales representative associated with this Invoice The ID of the sales tax item that's applied to all taxable line items on this Invoice - If adding multiple line items, this field must be filled in for all line items The total sales tax on this Invoice is the sum of each taxable line item multiplied by the percentage value of the chosen sales tax item The name of the sales tax item that's applied to all taxable line items on this Invoice - If adding multiple line items, this field must be filled in for all line items The date that this Invoice was last sent to your customer Denotes if this Invoice appears in the email queue - Doesn't automatically email this Invoice Requires an exact match with the accepted values Denotes if this Invoice appears in the print/mail queue - Doesn't automatically print or mail this Invoice Identifies the Purchase Order associated to this invoice The customizable message for your customer that appears on this Invoice The date that this Invoice is posted to your general ledger in your accounting system, if it supports GL Posting Dates The date that payment is due on this Invoice Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY - Single digits don't require a leading zero The date that this Invoice is issued to your customer Key field - Requires an exact match with the desired Invoice's invoice number (for updating) Key field - Requires an exact match with the desired customer's name The desired customer must be active in The name of the customer for this Invoice Requires an exact match with one of the accepted values - All records are set to Active when created they cannot be created and set to inactive in the same import Important Note: If you sync with an accounting software, we highly suggest not manually importing Invoices via CSV into, unless they don't exist in your accounting software at all, to avoid duplicates and sync errors Field Nameĭisplays the status of this Invoice (doesn't indicate payment status invoices can only be imported in as unpaid invoices) ![]() Currently you can not import recurring invoices. The following is a list and explanation of each of the fields you can include when importing Invoices.
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