Bulk Import Invoices

If you need to generate dozens or hundreds of invoices at once, creating them one by one can be tedious. Quinvy’s Bulk Import feature allows you to upload a spreadsheet to generate multiple invoices instantly.

How to Bulk Import

1. Download the Template: Navigate to the Invoices tab and click Import Invoices. Download the provided Excel (.xlsx) template.
2. Fill in the Data: Open the template and fill in your invoice data.
3. Upload the File: Drag and drop the completed file back into the Bulk Import modal.

Smart Features

Reminder Dependencies

When you set up reminders during a bulk import, Quinvy ensures they make sense. For example, if you disable the primary “On Date” reminder, any dependent “Before Due” or “After Due” reminders will automatically be disabled to prevent confusing notification schedules.

Data Validation

Quinvy will check your spreadsheet for errors before importing. If there are missing fields or invalid dates, it will highlight the exact row so you can fix it.

Note: Bulk Import is designed to handle large volumes of data seamlessly. If you experience any issues, please ensure your date formats match the template instructions.