Import invoices

The following is a list and explanation of each of the fields you can include when importing Invoices. Currently you can not import recurring invoices.

Important Note: If you sync with an accounting software, we highly suggest not manually importing Invoices via CSV into Cashflow360, unless they don't exist in your accounting software at all, to avoid duplicates and sync errors

Field Name Required? Maximum length Description Accepted Values Additional Information
Active? No N/A Displays the status of this Invoice (doesn't indicate payment status; invoices can only be imported in as unpaid invoices) - Active
- Inactive
Requires an exact match with one of the accepted values
- All records are set to Active when created; they cannot be created and set to inactive in the same import
Customer Name* Yes 100 characters The name of the customer for this Invoice N/A - Key field
- Requires an exact match with the desired customer's name The desired customer must be active in Cashflow360
Customer ID No N/A Field no longer used - leave blank N/A N/A
Invoice #* Yes 100 characters The invoice number for this Invoice N/A - Key field
- Requires an exact match with the desired Invoice's invoice number (for updating)
Invoice Date* Yes N/A The date that this Invoice is issued to your customer N/A - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY
- Single digits don't require a leading zero
Due Date* Yes N/A The date that payment is due on this Invoice N/A - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY
- Single digits don't require a leading zero
GL Posting Date No N/A The date that this Invoice is posted to your general ledger in your accounting system, if it supports GL Posting Dates N/A - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY
- Single digits don't require a leading zero
Exchange Rate No NA Field not yet used - leave blank N/A N/A
Customer Message No 4000 characters The customizable message for your customer that appears on this Invoice N/A N/A
P.O. Number No 40 characters Identifies the Purchase Order associated to this invoice N/A N/A
To Print/Mail No N/A - Denotes if this Invoice appears in the print/mail queue
- Doesn't automatically print or mail this Invoice
- Yes
- No
Requires an exact match with the accepted values
To Email No N/A - Denotes if this Invoice appears in the email queue
- Doesn't automatically email this Invoice
- Yes
- No
Requires an exact match with the accepted values
Last Sent No N/A The date that this Invoice was last sent to your customer N/A - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY
- Single digits don't require a leading zero
Item Sales Tax Name No 100 characters - The name of the sales tax item that's applied to all taxable line items on this Invoice
- If adding multiple line items, this field must be filled in for all line items
N/A The total sales tax on this Invoice is the sum of each taxable line item multiplied by the percentage value of the chosen sales tax item
Sales Tax Item ID No 100 characters - The ID of the sales tax item that's applied to all taxable line items on this Invoice
- If adding multiple line items, this field must be filled in for all line items
N/A The total sales tax on this Invoice is the sum of each taxable line item multiplied by the percentage value of the chosen sales tax item
Terms No 100 characters The payment terms for this Invoice N/A N/A
Sales Rep No 16 characters The name of the sales representative associated with this Invoice N/A N/A
FOB No 16 characters Shipping information for this Invoice N/A N/A
Ship Date No N/A The date that the product(s) for this Invoice were shipped to this customer N/A - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY
- Single digits don't require a leading zero
Ship Method No 16 characters The method by which the product(s) for this Invoice were shipped to this customer N/A N/A
GL Account Name No N/A Field cannot be imported - leave blank N/A N/A
GL Account Number No N/A Field cannot be imported - leave blank N/A N/A
Email Delivery Option No N/A Field cannot be imported - leave blank N/A N/A
Mail Delivery Option No N/A Field cannot be imported - leave blank N/A N/A
Financing Status No N/A Field cannot be imported - leave blank N/A N/A
Automatically Pay Bills No N/A If auto charge is enabled for customer, option to choose if an invoice should be auto-paid or not on a per-invoice basis - Yes
- No
Requires an exact match with the accepted values
Line Item Item Name No 100 characters The name of the item being billed on this line item N/A - Requires an exact match with the desired item name
- The desired item must be active in Cashflow360
Line Item Item ID No 100 characters The ID of the item being billed on this line item N/A - Requires an exact match with the desired item ID
- The desired item must be active in Cashflow360
Line Item Quantity* Yes N/A The quantity of the item being billed on this line item N/A - This must be a number
- Supports up to 5 decimal places
- For percentage line items, use the value 1
Line Item Amount* Yes 8 characters including negative sign or dollar sign if used The total amount being billed to the customer for this line item; must be the same as the total of the Line Item Quantity multiplied by the Line Item Price for every line N/A - Must be in the range of -9999999 to 9999999
- Doesn't support fractions of cents
- Can't be left blank, enter $0.00 or more
- Accepts values with or without a $; negative values must omit the $
- If using the line item price field, it'll override this field
Line Item Price* Yes N/A The per-unit cost of the item billed on this line item N/A - Must be in the range of -9999999 to 9999999
- Doesn't support fractions of cents
- If this is left blank, it'll appear as blank; this is treated as $0.00
- Accepts values with or without a $
- Any value imported using this field is converted to static currency (no percentages)
- If using this field, it'll override the line item amount field
Line Item Service Date No N/A The date that this line item's service was rendered N/A - Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY
- Single digits don't require a leading zero
Line Item Rate Percent No N/A The percentage of the price of preceding line items used to adjust this Invoice's total N/A - Accepts values with or without a %
- Supports up to five decimal places
- If using the line item price field, it'll override this field
Line Item Account Name No 250 characters The name of the account that this line item is coded to N/A - Requires an exact match with the desired Account's name
- Both account name and account number (if used) must be provided
Line Item Account Number No 40 characters The account number of the account that this line item is coded to N/A - Requires an exact match with the desired Account's account number
- Both account number (if used) and account name must be provided
Line Item Department Name No 100 characters The name of the department that this line item is coded to N/A - Requires an exact match with the desired department name
- The desired department must be active in Cashflow360
Line Item Department Short Name No 100 characters The short name of the department that this line item is coded to N/A - Requires an exact match with the desired department short name
- The desired department must be active in Cashflow360
Line Item Location ID No 100 characters The ID of the location that this line item is coded to N/A - Requires an exact match with the desired location ID
- The desired location must be active in Cashflow360
Line Item Location Name No 100 characters The name of the location that this line item is coded to N/A - Requires an exact match with the desired location name
- The desired location must be active in Cashflow360
Line Item Class ID No 100 characters The ID of the class that this line item is coded to N/A - Requires an exact match with the desired class ID
- The desired class must be active in Cashflow360
Line Item Class Name No 100 characters The name of the class that this line item is coded to N/A - Requires an exact match with the desired class name
- The desired class must be active in Cashflow360
Line Item Job Name No 100 characters The name of the job that this line item is coded to N/A - Requires an exact match with the desired job name
- The desired job must be active in Cashflow360
Line Item Job ID No 100 characters The ID of the job that this line item is coded to N/A - Requires an exact match with the desired job ID
- The desired job must be active in Cashflow360
Line Item Description No 4000 characters The description of this line item N/A N/A
Line Item Tax No N/A The taxable status of the line item - Yes
- No
Requires an exact match with the accepted values
Line Item Tax Code No N/A The taxable status of the line item - Yes
- No
Requires an exact match with the accepted values
Line Item Order No N/A leave blank Line item order can't currently be set with this field via import. List your line items in the desired order on the template and they will import in that order