Import Invoices

Written by Nick Miles

Last published at: September 12th, 2019

Import invoices into CommunitySuite.

  1. Select Invoices from the Home page.
  2. Click Import Invoices.
  3. Select Download Template.

    The template will download as a .csv file, and save to your computer's Downloads folder.

  4. 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").
  5. Click Choose File.
  6. Open the .csv template file that you saved in step 4.
  7. Click Process.
  8. The imported invoices will load into your list of invoices.