Importing issued invoices

Upload invoices in the invoice list with the Import button, or through the import from another system page. The import accepts several formats and recognises them itself:

• ISDOC (also ISDOCX, a PDF with ISDOC inside, or a ZIP with several files). Invoices come with all items and VAT rates. If your old system can export ISDOC, this is the best way.
• XML for Pohoda, also with items.
• CSV with a list of invoices, one row per invoice. Each invoice gets one summary item with the amount and VAT rate.

You can upload up to 50 files at once, each up to 20 MB.

Invoices are linked to customers by IČO, so it’s best to upload customers first. The invoice number stays the original one, and if it matches your number series, new invoices continue from it.

If the import went wrong, the invoice list offers “Undo import” right after it and deletes exactly what the import created.

An invoice says it isn’t linked to a customer? The old system didn’t attach a customer from the address book. The customer’s details stay on the invoice, but there is no email for sending and reminders. In the invoice detail click “Add customers from documents”: the address book is built from the customers on your invoices and the invoices are linked to it. The free plan has room for 5 customers.