Key Concepts > Management Topics > Importing Data > Invoice Importer

Invoices - Once you have imported customers and inventory, you may choose to import historical invoices for the customers. The primary value is to be able to see linked purchases. You will not have all the functions of generated invoices, but you will be able to review customer purchase history and clone an old invoice to a new one. Contact your dealer for more information. Fields

Importable fields are as follows:

- Customer Account
- Customer Lookup Code
- Description (of the inventory item)
- Division ID
- Invoice Date
- Invoice Number
- Invoice Tax
- Invoice Time
- Invoice Total/No Tax
- Item Cost
- Line Tax
- Price
- Quantity
- SKU

Settings

- Date Format
- Time Format
- Leading Zero settings

- Match Customer by
-- Customer Code
-- Customer Account

- Default Station (number)

After the import is defined you should create an SQL backup first, then choose the Import button.

InvoiceHistoryImporterIMPORT

A progress screen will show what is being imported.

Resultant Customer Purchase History screen

Open the Customer Center and Highlight the customer

Choose Purchase History under view

ImportCustomerInvoicesRESULT1

Resultant Invoice History screen

Open the Customer Center and Highlight the customer

Choose Purchase History under view

Choose the Invoice History button at the far left.

ImportCustomerInvoicesRESULT2