Click the Download Invoices CSV Template link located at the top of the Importer screen and save this file somewhere. You can now import this file or open it directly in a spreadsheet app like Microsoft Excel or Google Sheets.

The columns are as follows:

Invoice No - Unique and Numeric only value
Invoice Date - Must be in YYYY-MM-DD format
Code - Alphanumeric up to 15 characters long
Company - Up to 50 characters long
First/Last Name - In the format of {First Name}{space}{Last Name}
Balance Ex Tax - Numeric value
Balance Inc Tax - Numeric value

All fields are required, except the First/Last Name, and you must have at least the Code or Company matched to a customer.

If HirePOS cannot match the Invoice with an existing customer, then a new "Inactive" customer will be created called "Balance carried forward", which the Invoice will be assigned to. You can fix these Invoices after the import and assign them to the correct customer.

Changing Over From Another System

Changing Over From Another System