Mass uploading customer invoices eliminates the spreadsheet work and sets you up with detailed out-of-the-box reports, view customer timelines to stay up to date on all your accounts receivable, get full transparency on ageing balance, setup financial KPIs and the course of action for each customer. Now let's get started.
Now let's start filling the fields in the sheet.
Customer Id (mandatory): Copy and paste the same customer ID you had used when uploading customer contact details/
* To find the customer ID, check out this link.
- On the Customers page, you will find the list of customers you have successfully uploaded into your Peakflo account. You can see the customer ID assigned to them below their name.
- Decide which company's contact details you'd like to upload and enter their customer ID in the spreadsheet.
Once you've captured all the details, this is how the spreadsheet will look like:
Before uploading the spreadsheet, don't forget to delete the 'mandatory' and the 'field description' columns. Your spreadsheet should look like this before it's ready to upload.
Next, go to Settings -> Mass Upload Customer Invoices and click the 'Mass Upload Customer Invoices' button to upload your spreadsheet.
If the status is marked as 'Completed', the customer contact details are successfully uploaded.
If the status is displayed as ‘Completed with errors’, click on the line item to view the list of errors.
In the 'Upload details' box, you will come across the list of errors and their line numbers to quickly identify them on the spreadsheet.
Once you've fixed the errors on the spreadsheet, re-name the spreadsheet and upload it again to complete this process.