Posting a batch of sales invoices

[SharonMaguire]

Is it possible to post a batch of invoices in AccountRight Plus. I have around 300 invoices to produce and post for a few line items? Do I have to do them individually?

[Komal_S]

Hi @SharonMaguire 

If you have the invoices in a third party programme or Excel, you can use the Import/Export Assistant to import them in bulk in the AccountRight. Another alternative would be creating one sales invoice, saving it as recurring and then  using that recurring transaction to create other invoices.

Let me know if you have further questions on this. 

[SharonMaguire]

Hi Komal

Thank you, I found the export template for import. I'm assuming if I leave the Sales Invoice No column blank, MYOB will auto generate them.

[Komal_S · Accepted solution]

Hi @SharonMaguire 

The invoice numbers should auto generate if the import template has all the data entered correctly. Please try it and let me know how you go on. 

[SharonMaguire]

Hi

I'm now getting Error 25 but not sure why, also the column Inc Tax Total can't be matched as it's not an available field. I also have a ship to in this import as we have header accounts with student accounts attached. See files.

[Komal_S]

Hi @SharonMaguire 

The import can fail with this error message if the amount calculated in the import file is not correct with respect to the tax code and values.

To check why the import is failing in this specific situation, can you please enter one sales transaction in the software, export it out, and then import it back again? If it fails, please try switching between tax-exclusive and inclusive options and also try using different amounts to rule out any rounding-related errors. In addition to that, please also ensure there are no special characters like $ or " " around the amount values in all the amount columns in the import file. 

Let us know if the issue still persists so we can investigate further. 

[Maureen5]

Hi Sharon, 

Apologies for reaching out to you - could you please let me know how you found the export template for invoicing? I've googled myself blind and can't find anything of note. 

[SharonMaguire]

Hi Maureen

There is a sample in the sample company that you can export, see below snip with how to find it.

I actually can't open it now so maybe it's broken.

The other way is enter a similar sales invoice that you want to import in a batch and export this from the the import/export assistant and use this as your template.

Hope that helps