Import Sale Invoices

Sales invoices can be imported from text files.

  1. Format your data

    For list of additional data columns that can be imported see step 4.

    invnumber,transdate,duedate,customernumber,curr,invoicedescription,partnumber,qty,sellprice,employeenumber,AR,department,warehouse
    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
    A101,10/12/2008,10/31/2008,CP002,GBP,Test description,F003,2,32,E-002,1100,SERVICES,PARIS
    A102,10/13/2008,11/1/2008,ER003,GBP,Sale of goods,T007,6,12,E-003,1100,SERVICES,LONDON
    A103,10/14/2008,11/2/2008,SP007,GBP,Sale,K001,12,32,E-004,1100,HARDWARE,PARIS

    (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)

  2. 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.

  3. Confirm data import

    When you click the Import Sales Invoices button, invoices will be imported. You will be show which invoices were imported successfully.

  4. Additional data which can be imported

    The sample csv file provided above contains only the most commonly used columns. Here is the complete list.

    transdate
    invnumber
    customernumber
    curr
    duedate
    employeenumber
    ordnumber
    quonumber
    datepaid
    shippingpoint
    shipvia
    waybill
    terms
    notes
    intnotes
    language_code
    ponumber
    cashdiscount
    discountterms
    partnumber
    description
    sellprice
    discount
    qty
    unit
    serialnumber
    projectnumber
    deliverydate
    AR
    taxincluded