Open agreement list, select the agreement and click on new invoices list
If the list is empty, you need to turn of edit mode to prevent error:
Now click import from excel:
Select the file
Check the fields, import the data and then go back
Invoices are imported:
Key things to remember:
- When you add the debtor no. make sure debtor exist on the agreement with the status valid.
- Invoice ID must be unique. You can't upload to same invoices for the same agreement.
General invoice financing excel template:
Oil factoring excel template: