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Import and create Invoices (large scale)


Hi Everyone,

I was wondering if anyone knows the best way to create and import multiple invoices from a single spreadsheet.

Context:
We have an Excel sheet containing rebates we need to pay to 100-150 customers, calculated at the end of the month. The sheet includes the customer name, amount to be paid, and other relevant details.

How can I import each row into an invoice under the company name in Acumatica, instead of individually creating an invoice for each rebate for each customer?

Thank you in advance for your assistance.

Best answer by Kandy Beatty

HI @hassam 

Here is an older post that may help you:

https://community.acumatica.com/import-and-export-scenarios-117/ar-invoice-import-multiple-lines-17581

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Kandy Beatty
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  • Captain II
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  • July 29, 2024

Kandy Beatty
Captain II
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  • Captain II
  • 2152 replies
  • July 29, 2024

Also, let me know if you can not see that thread, I will pull all the info for you. 


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