Importing sales invoices from a CSV file

Sales invoices previously created in other software can also be imported from a CSV file. However, whenever possible, we recommend importing invoices from an e-invoice (XML) file instead.

● The following information is required when importing from a CSV file:

  • invoice number
  • invoice date
  • currency
  • customer name
  • customer registration number – optional, but useful to include if the customer is a legal entity
  • customer’s street address
  • item name (= the information displayed in the Content field on the invoice line)
  • quantity
  • unit
  • item price (= the price per unit displayed in the Price field)
  • VAT percentage
● Items cannot be imported into the Item field on invoice lines.

● If an invoice contains multiple lines, all the information listed above must be entered on every line.

● Once you have added the required information to the file, select Save As and save it in CSV (Comma delimited) (*.csv) format. Do not reopen the saved file before importing it into SimplBooks. If you open the saved CSV file to make changes, always use the Save As function when saving it again.

● To import the file, go to Transactions -> Sales Invoices -> Actions -> Import.

● Select the file and map the fields.

For additional questions, please contact us at support@simplbooks.ee.

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