1. Settings/Data import
Select Invoices with products in the Settings
Open the Excel file which was downloaded to your computer. Fill in the data into the columns (mandatory data is marked with yellow) and save it.
1. Importing a file
1. By clicking on "Search" select the file that was filled in and saved in the previous step.
2. For "Data type", "Invoice with products" must be selected.
3. Then click on "Data import".
In the "Transfer report" field, the report of the transfer will be displayed, and in case of an error, detect one and fix it accordingly. Once the error in the table is fixed, save it and reimport it.
To import Prepaid invoices with products, the procedure is the same, except the fact that "Prepaid invoices with products" should be selected for point "D" in Data import, to download the table for "Prepaid invoices with products". In the table, fill in all mandatory fields the same way as for the previous table. Then, when importing the filled-in table, for Data type, select Prepaid invoices with products and import data.
Help:
Importing Data (products, price lists, partners, categories)