Upload excel sheets to create new invoices! Are you transitioning to iCount and want to make sure your backlog is in our system? Do you want to make sure that open orders listed in Excel don’t get lost?
Enter your customer’s credit card information into an excel sheet to create a new invoice will be created with credit card charging capability. (Note that you must have credit card payment integration software ).
Have you already charged the customer but want to ensure the transaction makes it into your record? New problem! Use our iCount’s excel importing system to format your data. Click on system->Export & Import ->XLS Import to upload your files.
To download a demonstration and guidance excel sheet click *here*(link)!
Importing Pro Forma and Tax Invoices with Item Details Using Excel Sheets
Need help working with invoices that have more than one line item per document? iCount has guidelines and examples for you below!
[link]Here is an example of an excel format [link] that includes 4 documents with 2 documents that have multiple line items. The bright lines show the item rows inside the document. The second line is a document with 2 line items, and these rows take the place of line 3 and 4 in the excel format.
In order to define a line item, write “item” in column A (just like in the example sheet) and you’ll be up and running in no time.
Important Notes:
You do not need to enter both a pre-VAT price or a VAT-inclusive price. That may disrupt calculations and lead to incorrect document production.
Double check that the item amounts match the payment amounts in ensure that your document properly balances.
