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How to mass upload customer invoice details?

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.

Customer

  • Decide which company's contact details you'd like to upload and enter their customer ID in the spreadsheet.

Invoice Number (mandatory):  All invoices numbers must be unique and not repeated.
Issue Date (mandatory): DD-MM-YYYY format
Due Period (mandatory if no due date is provided): A set length of time given to the customer. The payment is expected to be made within the period granted. (example: 30 days, 60 days). Must be in DD-MM-YYYY format.
Due Date ( mandatory if no due period is provided): DD-MM-YYYY format.
Amount: Total invoice value
Amount Due: Total outstanding amount to pay for the invoice
Status: Payment status should be selected from the following available inputs:(PAID, OPEN, DRAFT)
Paid on Date: The date when the payment for the invoice was recieved.
currency: Currency should be in ISO 4217 format (example: "SGD")

Once you've captured all the details, this is how the spreadsheet will look like:
Screen Shot 2022-05-18 at 12.33.26

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.

Screen Shot 2022-05-18 at 12.35.07

Next, go to Settings -> Mass Upload Customer Invoices and click the 'Mass Upload Customer Invoices' button to upload your spreadsheet.

Button mass upload invoice

If the status is marked as 'Completed', the customer contact details are successfully uploaded.

Mass upload invoice_completed

If the status is displayed as ‘Completed with errors’, click on the line item to view the list of errors.

Mass upload invoice_error_cursor

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.