Option to merge multiple lines of import in one invoice when client code + date matches

Feature Request
1

I’ve read several times over this group why multiple line sales invoice can’t be imported (CSV format not well adapted, blabla)
As a workaround, it would be nice to have an option on import to merge several invoices from the import when the client name/due date(/some other field that absolutely need to be unique in the invoice?) do match.

for instance
Issue date, Client name, Description, Total gross amount, Sales nominal code
02-Apr-16, Smith, School fees, 120, 4011
02-Apr-16, Smith, school book, 5.65, 4012

would give just one invoice

1 Like
2

Hi @farandole

Thank you for the suggest. I’ve known users to issue multiple invoices to the same client on the same date, so knowing what belongs where would be the key. A unique field could be a workaround as you mentioned.

As with all feature requests, we’ll leave this topic open to guage the interest and feedback from the community before we investigate further.

3

this would be good for me also

4

@QFMathew
I’m sure there’s a use case to issue multiple invoices to the same client on the same date, what I was suggesting is to have an option to do one type of import or another (single line invoive import/multiple line invoice import)
Our user case is that we are a Saturday school. We invoice each term, exracting the information from our prupils database. First child of the family is billed full amount * number of Saturdays. Subsequent children are billed reduced price * number of Saturdays. We need to add a number of sundries on occasions such as school books and Library charges.
To reduce our Paypal charges I would have to train parents to pay all the bills in one go. A lot of them are computer illiterate.

5

Hello @farandole

Just an update on multiple line invoice imports. It has been added for sales invoices and we’ve updated our support guide to reflect this: Importing sales and purchase invoices