Import invoices

Format - do this. Create a multi line invoice or three directly in a manager test business with whatever detail you need.

Go to invoices and select batch update then copy to clip board.

Paste that into a spreadsheet.

That’s the format you need to get things in to import.

Good luck!

Apart from the last column, Key, which should be excluded from Batch Create.

i was convinced that you could batch create invoces, wanted to create some using batch create and the guy was right.

every invoice in the batch update has only 1 line .

these invoices have multiple items and prices but in batch update they have only 1 line of the first item in the invoice @Tut

The multiple lines have to be one cell on the invoice line

The easiest way to see how to do this is to create sample invoices with multiple lines, then use Batch Update to export to Excel and examine the resulting format

tried it, didnt work the batch update onlyshows 1 line, the first one of the invoice
not the others

It shows, use wrap text to view the multiple lines.

They’re separated by a carriage return followed by line feed special characters, which spreadsheets don’t display until you use wrap text.

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Would have never guessed that,
Thank you i will check this as soon i go to office.
Thank you again

But is somewhat limiting when you are making batch create.
How you adapt multiple lines from spreadsheet to go in a single wrapped cell… Formulas are are not helpful here :thinking:

Yes they are, but it would require a little bit of programming

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If you’re using latest excel, you can use the TEXTJOIN function, else you can concatenate by placing &char(13)&char(10)& in between text strings.

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Once again i will scuba dive into the depth of excel formulas

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I thought Manager batch operations used

  • Carriage return ie char(13) as the record separator - eg between invoices
  • Line feed ie char(10) as a line separator - eg line items within an invoice

1 Day you can finish all with the minimum effort if it is in an excel sheet
Usually, I upload it to the invoice screen using an external program (invoice by invoice), and each invoice is more than 300 lines which takes 1 minute for each invoice or even less.
If you like to go for this way please let me know!

I’m sure it’s CR/LF – at least in all the servers I’ve used so I assume that this could be the case everywhere. You can test this by pasting the batch in a text editor that can show special characters.

I can confirm that.