How to Import Items into Invoices via Excel

Importing items via Excel is a fast way to easily fill out an Invoice if you received the Excel Invoice from a Supplier.

1. Activate the Empty Rows for Items in the Invoices Basic Settings

To activate additional Item fields you would like to upload, open the Items Basic Settings tab and check the necessary options. 

2. Open the Invoice into which you would like to import, and choose the Import Items option.

The file for uploading needs to be in XLSX format.

Follow further instructions in the recording below.

The template of the file will contain all the necessary fields to create items in the Invoice.

If your document contains the Item Custom Fields, it is better to copy and paste the relevant field values directly from Precoro so that the system can match them.

Please note that this will not be helpful if you are creating an Invoice from a Purchase Order. In this scenario, matching the Invoice with the Purchase Order will not work correctly. That is because Precoro will recognize all the items as new items.