Importing Sales

To create new Invoice by batch:

1.       On the menu bar, click on “Sales”. The Invoice list will be displayed.

2. Click “Options” button, then select “Import Sales”. Import Sales pop-up window will be displayed.

3.      Download the sample template by clicking the “here” link, and open the downloaded file.

4.       On the downloaded template, fill-out the information needed for each columns of the template:

a.      The customer, item names and tax code should be existing already.

b.     The TIN should have 15 characters, which includes hyphen.

Figure 6: Sample filled-out Import Sales template

5.       After filling out the form, save it on your computer and upload it back to the system, then back to the Import Sales pop-up window, click “Import”. Imported invoices will be displayed in the Invoice list.