Use Import Invoices to send many invoices to your factor at once from a spreadsheet saved as a CSV file. If you don't see the Import Invoices button, ask your factor to turn it on for your login.
- Go to Invoices and click Import Invoices in the top right corner.
- Click Download CSV template. Keep the header row exactly as it is and delete the sample row.
- Add one row per invoice using the columns below, then save the file as .csv.
1 Import Invoices · 2 Drop your .csv file here · 3 Download CSV template · 4 Upload Files
| Column | What to enter | Example |
|---|---|---|
| Invoice Number | Your invoice number | INV-1 |
| Reference Number | A purchase order, job or project number, or other reference | REF-1 |
| Debtor Name | The debtor's name exactly as it appears on your Debtors page | DEBTOR NAME |
| Invoice Amount | The invoice total, numbers only (no $ or commas) | 10000 |
| Invoice Date | MM-DD-YYYY | 01-30-2024 |
| Notes | Anything your factor should know | Note-1 |
| FA ReferenceNumber | The fuel advance reference, if the invoice is tied to one | FA-1 |
| Preferred Payment Method | How you want to receive funds, for example ACH | ACH |
| Invoice Due Date | MM-DD-YYYY | 04-20-2024 |
- Drag the file into the box, or click the box to choose it. Only one .csv file can be uploaded at a time.
- Click Upload Files.
1 Your file · 2 Upload Files
You'll see Invoices have been added correctly. The new invoices can take a few seconds to appear, so refresh the page if you don't see them on the Pending tab.
1 Your imported invoices · 2 Due dates from the file
If the import has errors
If any row has a problem, no invoices are created from that file. Click Download to get an error report (errors.csv), fix the rows it lists, and upload the file again. Common causes are a changed header row, dates not in MM-DD-YYYY format, amounts with $ or commas, and debtor names that don't match your Debtors page.