Batch Import Invoices

Import multiple invoices at once from CSV or Excel files.

 Import invoices in bulk from spreadsheets

Supported File Format #

• CSV (.csv) – Comma-separated values
• Excel (.xlsx, .xls) – Microsoft Excel spreadsheets

How to Import Invoice #

1. Navigate to Invoices from the sidebar
2. Click the Import button (or dropdown menu)
3. Upload your file
4. Map Columns: Match your spreadsheet columns to TeraInvoice fields:
   • Client Name/Email
   • Invoice Title
   • Line Item Description
   • Quantity
   • Unit Price
   • Due Date
   • Currency
5. Preview: Review the parsed invoices before importing
6. Click Import to create all invoices

Import Tip #

• Ensure client emails match existing clients, or new clients will be created
• Use consistent date formats (YYYY-MM-DD recommended)
• Include currency codes if invoicing in multiple currencies
• Line items can be grouped per invoice row or split across rows