I have read “Importing sales and purchase invoices” but I just want to be certain I understand what QF will do with what it imports. Can I create invoices as a CSV file and then import them for QF to send out or is it just going to update the ledgers and assume that the invoices already exist (eg when an company moves from other software to QF)
We have 250 customers and we want to create an identical invoice to each of them. It is a one off and I am trying to avoid having a lot of manual work by importing from a CSV file where I can copy & paste the entries
Whilst I’m here, I also have 250 recurring invoices which I now need to increase the values by a fixed amount. Is there any way to do that without manually editing each recurring invoice
I suspect it is going to be a late night on both counts but I thought I would ask
Can I create invoices as a CSV file and then import them for QF to send out
You can import csv invoice and they will import into the invoice list.
As they are coming from a csv they can only be single line invoices (The description is entered into the first item line).
I also have 250 recurring invoices which I now need to increase the values by a fixed amount. Is there any way to do that without manually editing each recurring invoice
A recurring invoice is an instruction for the creation of future invoices, there is not a way to update these in bulk unfortunately.
It can be done via the API if you have a bit of programming knowledge (or access to someone who does), but not via the user interface or a simple CSV upload or anything like that.
Hmm I haven’t looked into the API but I can use VB and C++ so when I have time I might see what else it can do - as this is a once every 20 year event it will probably be quicker to get someone else to manually edit the recurring invoices but thanks for the suggestion
but thanks for the suggestion