Importing invoices via CSV

Last updated 17 days ago

With bulk invoicing you can create and send several invoices at once from a CSV file. This is useful for example for recurring monthly invoicing or when you have many customers who need an invoice at the same time.

CSV template structure

Download the ready-made CSV template here or create your own file with the following fields:

Field	Description
Group ID	Grouping identifier — use the same ID for multiple rows of the same invoice
Customer ID	The contact's customer ID the invoice is created for
Delivery Method	EINVOICE (e-invoice), EMAIL (email), or PAPER (paper invoice)
Invoicing Date	Invoice date
Payment Condition Days	Payment term in days, e.g. 14
Penalty Interest	Late payment interest as a percentage
Reference	Reference number — recommended to leave empty, the software generates it automatically
Currency	EUR
Description	Invoice description
Product Code	Product code (optional)
Product Name	Product name on the invoice
Product Unit	Unit, e.g. pcs or h
Product Unit Price	Unit price excluding VAT
Product Quantity	Quantity, e.g. 5
Product VAT Code	VAT treatment: 1 = domestic taxable sales, 3 = tax-exempt sales
Product VAT Rate	VAT percentage, usually 25.5
Row Description	Row-specific description (optional)
Automatic Acceptance	TRUE = the invoice is accepted automatically during import
Automatic Sending	TRUE = the invoice is sent automatically during import

Note on Group ID: If you want multiple product rows on one invoice, give all the rows the same Group ID. The software combines them into a single invoice automatically.

Import instructions

1. Prepare the file

Fill in the CSV template with your invoice data. Make sure the file is saved in CSV format.

2. Import the file into NoCFO

Go to the Invoices tab, click the arrow next to the "New invoice" button, and select "Import from CSV file".

3. Check the field mapping

NoCFO automatically recognizes the CSV headers. Check that the mapping looks correct. You can add the Group ID at the mapping stage if it is not recognized automatically.

4. Check the rows

You can browse through the invoice rows to be imported before importing, and make sure the data looks correct.

5. Import the invoices

NoCFO creates the invoices ready to go. If Automatic Sending is TRUE, the invoices are sent to customers automatically.