Importing 1 invoice or credit note

1. Go to Sales -> Invoices

2. Click "Quick add import"

3. Select either "Simple invoice import" or "Simple credit note import". For both of these you are importing 1 invoice or credit note

4. Prepare your Excel sheet

5. Select if you want to create the Invoice as an Open invoice that is booked later, or if you want to book it immediately

6. Select the customer you want to create the invoice for

7. Import the Excel sheet in the pop-up. Once the import box is green and says  "Upload completed" you are ready to import the invoice

8. Optionally change the addresses or the invoice

9. Click Import to start the Import

Importing multiple invoices and credit notes

This guide will show you how you can import multiple invoices and credit notes at once. Also for multiple customers!

Preparing your Excel sheet

Type

In the first column, the type column, you have to write either "invoice" or "credit note" to indicate what you are making

Number

Here you write a number to "group lines together". Note this is not going to be the invoice number of the invoice. 

All lines with same "Type", "Number" and "Customer number" column are being put together on the same invoice/credit note.

Customer number

The number of the customer you wish to create the invoice for

Quantity

The quantity of that line

Unit price

The unit price of the line (ex VAT). Leave this empty to let Traede calculate this based on customer discount and currency

Claim type

For credit notes you can supply either return or claim. Leave empty to default to "return"

Claim cause

If you want to add claim causes to your lines you can either use the claim cause code or the claim cause description here

Importing your Excel sheet

1. Go to Sales -> Invoices

2. Click "Quick add import"

3. Select "Multiple import"

4. Upload your Excel sheet

5. Import the Excel sheet in the pop-up. Once the import box is green and says  "Upload completed" you are ready to import the invoice(s)

6. Click Import to start the Import