Create many invoices from a CSV file

To bill many customers at once, open Import from CSV and choose the Invoices tab. You need access to both account settings and invoices. Each row of the file is one invoice with one item, for a customer and a product you already have, so load your customers and products first.

1. Download the template. Only customer and product are required. The customer is found by account number, then email, then exact name. The product is found by SKU, then name. A customer or product that does not exist, is switched off, or fits more than one record makes that row not imported, with the reason beside it.
2. Leave the rest blank for the defaults. Quantity is 1, the price is the product's price, and the due date is 14 days from today. Tax is the named rate or percentage you type (0 means no tax); a blank cell uses the location's rate, then your default rate. Your card fee or cash discount is added to the invoice just as it is on an invoice you create by hand.
3. Choose Draft or send. Invoices are saved as Drafts unless you tick Send the invoices to the customers by email. A send column with yes or no overrides that for one row. A customer with no email is still marked Sent, and the result says nothing was emailed. If a send fails, the invoice stays a Draft and you can send it from the Invoices list.
4. Check, then create. The preview lists every row with its total and creates nothing. Rows that are not imported can be downloaded as a CSV with the reason added, so you can fix them and upload that file.

Give a row an invoice_number and the same file is safe to upload twice: a number the customer already has is skipped, and a number that belongs to another customer is refused. Rows with no number that look identical are both created, and the second is flagged as a possible duplicate. Each invoice is added to the customer's activity log.

Charging from the file. If you are allowed to take payments (PayMidWare staff, the provider's users, or a merchant Admin with the Transactions area), tick Charge each customer's default saved payment method as the invoice is created, or use the auto_charge column (yes or no) per row. The payment_method column names which saved method to use, such as visa 4242, and naming one means charge it; leave it blank to use the customer's default. Use only the last four digits: a file with a whole card or account number is refused. The invoice is created and marked Sent, then charged, and the customer is emailed the pay link only if the charge was not made. The preview shows who would be charged and the total, and nothing is charged until you tick the box to confirm. A file may charge up to 25,000.00 in total unless you change the limit on that step.