Payments · 1 min read
Import Invoices in Bulk with a CSV File
You can import many invoices at once from a CSV file instead of creating each one by hand.
Required fields
Your file must include these columns, named exactly as in the sample file:
- Invoice number
- Invoice name
- Customer name
- Customer email
- Issue date
- Due date
- Currency
- Item name
- Item rate
Optional fields
You can also add payment terms, item description, quantity, tax, discounts, and payment status.
Import your invoices
- Go to Payments > Invoices.
- Click Import and download the sample CSV.
- Fill in your invoices, one item per row. Rows with the same invoice number become one invoice.
- Upload the file, review the preview, and confirm.
Common mistakes
- Headers that don't match the sample exactly
- Dates in the wrong format
- Missing required fields or currency codes