The Invoicing > Invoice Items Import function allows you to import invoice items and invoices into your portal via a .csv template.
You can use the importer to:
- invoice a large number of items that are not automatically created in Astute (eg if a client requests police checks)
- import invoices that were created prior to using Astute and need to be brought across to apply any future payments.
If you only have a small number of items to invoice, we recommend creating these manually.
Create Invoices and Invoice Items
Invoices and invoice items are created using the same importer. You will need to create invoice items before you can create invoices, as your invoices will be made up of these invoice items.
To create an invoice, add the invoice data to an invoice item. This includes the invoice number, invoice date and invoice status. The importer will pick up the invoice data and create invoices for these items.
You will need to ensure your invoice data is consistent so that your import is successful. For example, you cannot have two invoice items with the same invoice number but different invoice dates, customer or currency.
Credit Notes in the Invoice Items Importer
The Invoice Items Importer is not designed to create credit notes. While you can still create credit notes, you will need to set the status of the credit note as ‘Draft’, then complete the final step of ‘sending’ the credit note from within Astute.
Enable the Invoice Items Importer
The Invoice Items Importer needs to be enabled before it will appear in the Invoicing tab of your portal.
Please contact firstname.lastname@example.org so that the importer can be enabled and for a copy of the .csv template to use for the import.