Importing invoices (and re-importing safely)
Format: CSV with a header row. Required fields: customer name, invoice number, amount, issue date, due date. Optional: customer email (needed for reminders), currency, description.
Matching: invoices are matched by invoice number within your workspace. An existing number updates amounts/dates; a new number creates an invoice. That makes weekly re-imports the recommended workflow.
Customers are created automatically, matched by email first, then exact name.
Errors: invalid rows are skipped and listed with row numbers in a downloadable report — fix and re-import just those rows if you like.
Dates accept ISO (2026-06-30) and D/M/Y (30/06/2026).