Sales invoice import - Not able to send invoices in e-mail in bulk

[iqfactory]

Dear fellow community members,

I’ve started using Quickfile’s sales invoice import tool. The upload works seamlessly, however I’m having problems sending out the upload invoices (or access to them) to customers in bulk.

I import the contact name first and surnames of the clients and their e-mail addresses too. The import interface matches them there seems to be no problem:

When I try to send out the invoices I can’t choose the e-mail option. The option is there, but I can’t tick it:

When I try to send out the invoice individually, the contact information in empty:

I assume that for some reason the contact information doesn’t get uploaded with the import.

Can you please help? Am i doing something wrong?

Thank you very much,
Peter

[QFBeth]

Hi @iqfactory,

From this it looks like the clients aren’t set up already but are being created with the invoice import am I correct in thinking this?

[iqfactory]

Yes, this is the case. We sell b2c, most clients are created upon invoicing.

[rhc]

Hi iqfactory,
I just tested it on my account and it is working perfectly.
That’s my test data:

Did you save the file an a CSV file?
I mapped it so:

And that is the newly created client

It is maybe worth to double check everything again, also the settings when you save your file

Is it possible that you have got every client twice in your account, once created from invoices and a second time created from clients bulk upload?

[QFBeth]

Hi @iqfactory,

If you’d like to send a copy of the file to @QFSupport we can double check it for you to make sure there isn’t anything causing errors

[iqfactory]

Hi @rhc , thanks for your reply. As I see you’re uploading a client, not an invoice.

What I’d like to do is upload invoices (mostly new clients, we sell b2c, not many repeated purchases) and create the Client profile with the contact info at the same with the invoice upload:

[rhc]

It is also working with invoices. Here is my test data

The mapped data

Client page:

I think you are doing something not right when you save the csv data.
I can see that you used the same data for all lines. Maybe that’s the problem.