We use a different program to generate and sent invoices to our customers.
We would like to then import the invoices into Quickfile.
Our billing program provider will write a csv file specifically for this process, however, they are asking for a little more detail than what is available in the knowledgebase. They specifically requested each cell format, so that their program exports in a format that is accepted into Quickfile, i.e. “Issue Date” cell/field format is //****, or “Description” cell/field is x characters maximum, etc… Can you help?
Many thanks Neil
The available fields for sales invoices, along with the respective data types:
Issue Date [dd/MM/yyyy]
Client name [string(75)]
Total gross amount [decimal(2DP)]
Invoice Number [string(20)]
Purchase Reference [string(25)]
Sales nominal code [integer(4000-4999)]
Term in days [smallinteger]
VAT rate [decimal(2DP)]
Paid date [dd/MM/yyyy]
Paid account nominal code [integer(1200-1299)]
Wow… fantastic support!
Many thanks for this, I’ll send it over to them now.
Okay… so I’m almost embarrassed to ask this…
Our billing platform provider has now asked if there is a sample file that they can have a copy of? As if the above wasn’t enough for them!
Many thanks Peter…
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