I am evaluating Express Invoice for a specific aplication where I need to always import a month at a time of new invoices. Your post got me thinking about templates as I also could not make the thing work! After messing around with CSV files for a couple of hours I belive I cracked it.
The import routine specifies Customer and Description as required fields what is missing is that you also need an Invoice code (I think they mean Invoice Number)
I they managed to import a CSV invoice file ok. It also updates any new items with their prices. I haven't checked to see if I can import new customers and their addresses.
If you have a problem try importing all the fields requested and them keep removing fields till it fails. Then use the last one as your template
Import invoices from CSV
in Express Invoice
Posted
Hi Martin
I am evaluating Express Invoice for a specific aplication where I need to always import a month at a time of new invoices. Your post got me thinking about templates as I also could not make the thing work! After messing around with CSV files for a couple of hours I belive I cracked it.
The import routine specifies Customer and Description as required fields what is missing is that you also need an Invoice code (I think they mean Invoice Number)
I they managed to import a CSV invoice file ok. It also updates any new items with their prices. I haven't checked to see if I can import new customers and their addresses.
If you have a problem try importing all the fields requested and them keep removing fields till it fails. Then use the last one as your template
Hope this works for you
Richard