Import Invoices

It's entirely possible to import invoices into CommunitySuite. Perhaps you have non-deductible ticket purchases that were collected in a different system. Use the import invoices feature to import that data into your site. Other uses for an invoice import might include creating invoices if you rent office space or have other accounts receivable.

1. Navigate to the Invoices page.
   
   
2. Click Import Invoices in the left-side menu.
   
   
   
3. Click Download Template
   • The template will download as a .csv file and will save to your computer's Downloads folder (or other file location based on your computer settings).
     
     
4. Open the template, enter the invoice information for each invoice that you want to import, and then save the template to your computer.
   • Note the File Format Notes provided in CommunitySuite.
     
     
     
5. Click Choose File in Upload Invoices box.
   
   
6. Navigate to the .csv file that you saved in step 4. Select the file and then click Open.
   
   
7. Click Process.
   
   
   
8. The imported invoices will load into your list of invoices.