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 aging balance, set up financial KPIs and the course of action for each customer. Now let's get started.
If you are importing "invoices in draft status only" in Peakflo, please open, download, and import your invoice details according to this template.
If you importing "invoices with any status" (draft, paid, voided, etc) in Peakflo, please open, download, and add your invoice details according to this template.
Now let's start filling in the fields in the sheet to mass upload your invoice details and import line items at once.
Customer ID (mandatory): Copy and paste the same customer ID you 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 to 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 Invoices and click the 'Mass Upload Customer Invoices' button to upload your spreadsheet.
The customer contact details are successfully uploaded if the status is marked as 'Completed'.
If the status is ‘Completed with errors’, click on the line item to view the list of errors.
In the 'Upload details' box, you will find 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.