CSV File Guidelines
- Invoices can be imported using CSV files only.
- fabric recommends downloading the template file to serve as a guide when creating your own CSV file for import, minimizing errors during the process.
CSV Data Formatting
To avoid errors, make sure your import file matches the required template format.| Column Header | Description |
|---|---|
| Purchase Order Number | The PO number associated with the invoice. |
| Invoice Number | The unique identifier for the invoice. |
| Total Invoice Amount | The total amount billed on the invoice (in USD). |
Procedure
- From the top menu in Dropship, click Orders. The Orders dashboard is displayed.
- Click the More button and click Import Invoices. The import window appears.
- (Optional) To download the template, click the import template link.
-
To import a CSV file, do one of the following:
- Drag and drop the file into the window.
- Click anywhere inside the box to select a file from your computer.
- Click Schedule Import.
Checking the import Status
When the import is finished, the import window automatically switches to the Check Import Status tab, which shows whether or not the import was completed successfully. If the import fails, fix any errors listed in the Error Logs field and retry the import.Editing an invoice number
In the event that you need to update the invoice number of a previously submitted invoice, take the following steps:- From the top menu in Dropship, click Orders. The Orders dashboard is displayed.
- In the Reports section, click Invoices. The Invoices page is displayed.
- Type the Purchase Order # or Invoice # and press Enter. The purchase order # or invoice # is displayed.
- Click the Actions button. Don’t click the order itself. The Actions menu is displayed.
- Click Edit Invoice Number. The Edit Invoice Number window is displayed.
- Input the new invoice number and press Enter.