Sales invoices can be imported from text files.
- Format your data
For list of additional data columns that can be imported see step 4.
A100,10/12/2008,10/30/2008,AE001,GBP,Invoice description comes here,B001,10,102,E-001,1100,HARDWARE,LONDON
A100,10/12/2008,10/30/2008,AE001,GBP,Invoice description comes here,F003,6,69,E-001,1100,HARDWARE,LONDON
A102,10/13/2008,11/1/2008,ER003,GBP,Sale of goods,T007,6,12,E-003,1100,SERVICES,LONDON
(The last column AR is accounts receivable account number which is 1100 in UK chart of accounts)
If your data contains invoices with more than one part, repeat the row with same invoice header information and change the part number and price information. Sql-ledger will import all these rows as a single invoice. (See invoice number A100 above)
- Upload and preview
Using Import–Sales Invoices menu option, upload this file into Sql-Ledger. You will be shown what will be imported before actual import is done. At this point you can check and uncheck the invoices to be imported.
- Confirm data import
- Additional data which can be imported
The sample csv file provided above contains only the most commonly used columns. Here is the complete list.