Import invoices.

Prepare a CSV

The importer requires the nine headers shown below. Save the file as UTF-8 CSV, with one invoice per row. Amounts are rupees, dates use YYYY-MM-DD or DD-MM-YYYY, and language is hi, en or mr.

shop_name,contact_name,phone,language,invoice_no,invoice_date,due_date,amount_rupees,paid_rupees
Sharma General Store,Suresh,9000000015,hi,INV-1042,2026-10-01,2026-11-05,12500,0

Review the results

1. 01
   Upload

   Choose a UTF-8 CSV file in Debtors.

2. 02
   Inspect

   After upload, review the imported count and reasons for rejected rows.

3. 03
   Correct

   Fix phone, dates or amounts in the source file. Confirm the business has a valid contact basis before importing.

4. 04
   Verify

   Check an imported account’s invoices and rating in Debtors.

Keep balances current

Re-importing an invoice from the same business updates its record rather than creating a second copy. Check the debtor timeline after an import to confirm the latest balance and any recorded payment or dispute.