Manage Large Invoice through Excel
Import/Export/Mass Update Invoice lines quickly by Excel
Select option to manage large Invoice lines by Excel under settings
By installing this module, you will find an option "Import Account Invoice line from Excel file?" under Settings >> Configuration >> Invoicing menu. If you select that option and click on "Apply" button in settings, then you will see option "Import/Export Invoice lines" in "More" section at the top bar in Invoice form view.
Import/Export Invoice lines from Excel popup
By clicking on "Import/Export Invoice Lines" option, you will see one pop up to Import / Export Excel file. You can import only .xls or .xlsx file. Please make sure that your file's column headers must be Code, Qty, Name, Price, Discount. You will find all the necessary instructions on pop up itself.
Import file with simple Code & Qty
Here there is only Code & Qty specified in Excel file. By importing this file, system will create new Invoice Lines in particular Invoice with tremendous speed. Price, Discount & Product Description will be taken automatically from product screen. If you specify Product Description, Price & Discount columns then system will take it's values from file. If those columns are not specified then system will calculate from Product details. You can import Invoice lines only in case of when your Invoice is in "Draft" state.
Export the file and do mass update on Invoice Lines.
When there is large Invoice with typically 200-300 product lines, it is very hard & time consuming to do modifications in Discount, Unit Price, or Qty in Invoice lines. Specially when you merge more then one invoice for a Customer or Supplier, number of Invoice Lines getting more and more. At that time, it is difficult to do mass update quickly in Invoice lines. With these kind of cases in consideration, through our module, you can export Invoice Lines in excel file, do changes quickly in excel and import that file back to Invoice. Your whole Invoice will be updated in fraction of seconds. If you want to modify the existing lines, then don't remove "ID" column in exported Excel file.