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Sales invoice import
Sales invoice import

How to import sales invoices manually and compose new invoices in the system?

Written by Finbite
Updated over a week ago

It is possible to import sales invoices into the Finbite system manually or through your accounting software.

To manually import an invoice, select Sales ->Invoices from file from the menu.

To add invoices created in Excel, the file must be filled in according to the example you can find the file in Finbite system by clicking on the Invoicefile.xls link. Only single-line invoices can be imported from Excel.

Invoices can also be created manually by selecting Sales -> New Sales Invoice. You can then fill in the necessary fields. A PDF view of the invoice will be generated after saving it.

It is not possible to add an invoice created in the accounting software when manually importing or creating a PDF. In this case the PDF is generated by the system.

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