Review how to bulk upload Invoices into the system and download the template and a sample file at the bottom of this article to do so.

For reference on bulk uploads see this article: Bulk Uploads

Upload file and Select Currency of Invoices

All Invoices will be uploaded in 'created' status, so they can be edited/deleted later. Select the file from your device and then the currency to upload the Invoices within the upload template:

Any Invoice uploaded that totals to a negative amount will be added as an AR Credit rather than an Invoice.

Column Headers

*Fields headers are not case sensitive

*Only one of Description/Item.number/Kit.number should be set

  • number - unique id that groups line items together to form one invoice
  • - Customer ID for this line item
  • invoiceDate -  Invoice Date
  • postedDate - Posted date of invoice
  • dueDate - Due Date of invoice
  • - Location ID value for this line item
  • - Intercompany Location ID value for this line item
  • InvoiceAccount.number - Ledger Account used for description line items, Required if Item.number is not set.
  • - Cost Center ID value for this line item
  • Job.number - Job number for this line item
  • - Product ID value for this line item
  • notes - Long form text for this invoice
  • ARAccount.number - Accounts Receivable Ledger Account
  • Description - 255 character line item text fieldIf set requires InvoiceAccount.number
  • Item.number - SoftLedger item number for this line item
  • Kit.number - SoftLedger kit number for this line item
  • Quantity - Number of items
  • unitAmount - Per item price
  • taxAmount - Tax for this line.
  • - name of the template to use, leave blank to use Default template
  • customFields.[property] - one or more columns of custom fields can be set as well this column header IS case sensitive

Note:  Once you have added in custom dimensions, you can use them in bulk uploads by adding a column to the bulk journal, invoice, and bill upload templates with the name of the custom dimension followed by ".id". 

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