Import Paid Invoices

Under the Invoices tab you have the ability to batch import a list of paid invoices. You can access this through the 3 dots in the top right of the invoice list:

This will open a template form to be able to drop in a file or view a sample. We suggest viewing the sample to make sure you set up a default format. Hold onto this format if you plan to batch paid invoices regularly:

Download Import Example File:

Project ID = Project's Job # - If you are importing invoices for production jobs this is required to match the Job # in CP.

Invoice ID = Service Ticket Job # - If you are importing service invoices this is required

Received Date = Payment Date

Amount = Payment Amount in a plain number format

Payment Method = Cash, Credit, Check, Etc.

Notes = Any notes you want to associate with the payment

New Stage = If you desire to move the stage of the job type in the new desired stage name. 

Archive Ticket? = Y for Yes and N for No. We recommend archiving paid tickets.

Once you put together your batch of paid invoices in Excel, save that sheet in the above format as a CSV file and import it into CP following the instructions at the beginning of this article.