Importing Sales Invoices

daviders

I am trying to import sales invoices using a csv file.

 

The message keeps coming up "Customer Not Found"

 

The customers are in the card file and I have copied the name from the card to the name in the file and I keep getting the message.

 

Regards

DavidERS

Mike_James

Hi @daviders , are some invoices accepted and some rejected, or all rejected?

 

If you are matching the invoices using the customer name, can you make sure the other two options (card ID and record ID) are unticked if applicable. Also make sure that the names do not have any extra spaces in the csv file, unless they also exist in the card file.

 

Are the cards company type, or individual type. If individual, both company/Last Name and First name fields must be supplied in the csv file. 

 

Other than that, can you attach the header row and a few lines of the csv file (including 1 or more rejected invoices) and the log file if you need a further review.