Import invoices into CommunitySuite.
- Select Invoices from the Home page.
- Click Import Invoices.
- Select Download Template.
The template will download as a .csv file, and save to your computer's Downloads folder.
- Open the template, enter invoice information for each invoice that you want to import, then save the template to your computer.
- All Columns are required to import an invoice.
- Leading and trailing spaces in all entries will be removed. i.e. (" Chris " becomes "Chris").
- Click Choose File.
- Open the .csv template file that you saved in step 4.
- Click Process.
- The imported invoices will load into your list of invoices.
