Sales invoice Import

Problem reported by Jackie McConnell 9 years ago

I have been trying to import sales invoices and when I select the mapping all looks ok as I take it off ignore and select the appropriate option alls good until I move to the next screen when the Reference, Line Description, Summary and credit terms does not import the only field it imports is the customer, date, Vat amount, net amount and vat rate - I have tried creating the invoice manually with the same dat and it accepts it manually can anyone help?

Jackie

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5 Replies

Hi Jackie,

If you are referring to the Confirm Import screen then this is not an issue as it is just providing enough data for you to recognize the invoices, not every field it will import.

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/t4kKP3FicV9zDxC/upload.png

I would recommend that you first create a restore point in the system following the instructions in the guide below:

https://www.clearbooks.co.uk/support/guides/export/how-to-create-a-restore-point/

Once you have done this, import the invoices and open a few to check that they contain all of the data. If there is a problem you can restore the account to saved restore point and contact Support to help you resolve the issue.

9 years ago

Hi

I have imported the data already and checked the invoices but the Reference, Line Description, Summary and credit terms our blank even when I have selected them in the mapping, I had done a backup and restore the data back so I could try again but not luck

9 years ago

Hi Jackie,

Could you please send a copy of the file you are trying to upload to contact support so that we can investigate the issue further?

I look forward to hearing from you.

9 years ago

Hi I have just imported a small amount and It seems to be working fine now :) cheers

9 years ago

Hi Jackie,

Glad to hear that this is now working as it should be. If you experience any further issues, please do let us know.

Have a great day :-)

All the best,

Natasha

9 years ago

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