How do I import or create an new invoice?

How to create a new invoice

1. Click on Finance -> Invoices
2. Click on "+ Add invoice"
3. Complete all invoice details. Fields marked with a red asterisk (*) are mandatory.
4. Click on “Add invoice”

Tip: Use the advanced filtering options to search or filter your invoices.

How to import invoices

1. Click on Finance -> Invoices
2. Click on "Import Invoices"
3. You can either import via connections or Import via Templates
   1. Import via connections
      1. Select the connection you want to import invoice data from. (You can request the import data file from your supplier.)
      2. Upload the data file by dragging it into the designated area or clicking to select the file.
      3. Click on 'Start Import'
   2. Import via Templates
      1. Scroll down and click on "Invoice Import"
      2. Download the template file to ensure all columns are correctly formatted. Fill in your invoice data following the column headers provided in the template.
      3. Upload the data file by dragging it into the designated area or clicking to select the file.
      4. Click on 'Start Import'