Sales
About the invoicing "Copy and Paste" feature
The “Copy and Paste” feature allows you to paste the invoice items from a sheet into the system while creating an invoice instead of typing each manually for faster and more efficient invoicing.
- Prepare your sheet by making three columns for “Item name/ Code“, “Quantity” and “Unit Price“, then the system automatically maps the copied columns into their right field when you paste the items.
- Make sure that the items’ names/ codes are the same as the ones registered in your inventory on the system.
- For more information, please refer to the tutorial “Adding a Product or Service“.
Adding invoice items using "paste from sheet"
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice details.
- Click the down-arrow next to the button “+Add New Line” in the invoice items table.
- Click “Paste from Sheet” using the drop-down.
- Copy the item(s) you wish to be invoiced from your sheet to map with
- Item Code/ Name
- Quantity
- Unit Price
- Make sure there are three different columns for the three fields.
- Paste the items into the pop-up window.
- Note that you can copy and paste only one column and be able to input the rest of the column data manually as needed.
- Note that you can still input the items yourself, add a new row by clicking the button “Add New Line” or make edits to the copied items as needed.
- Click “Import“.
- Proceed with your invoice creation and save the invoice.