This guide will walk you through the process of importing recurring invoice data into your system efficiently.
Steps to Import Recurring Invoices
Step 1: On the left panel, Navigate Income
and click on the Recurring Invoice
module.
Step 2: Click the Import
button to initiate the import process.
Step 3: Download Sample File
– Import Recurring Invoices Template to use as a structured format for your data.
Step 4: Populate the Template with Recurring Invoice Information
🟩 Tip: This template ensures your data is properly organized for seamless import.
Open the template and input the required details for each client. Fields marked with 🔴 red text are mandatory:
Client Name
Date Issued
Due Date
Reference
Currency
Occurence
Day of The Week
Start Date
End Date
Item Name
Description
Quantity
Unit Price
Discount
Tax Policy Name
🔶Note: The highlighted red text indicates that the field is required to be filled.
Step 5: Return to Fynlo, drag and drop your completed file into the uploader box, or click theBrowse
button to locate and upload the file.
Be patient and wait for the data to fully upload before proceeding to the next step. A progress bar or notification will confirm the upload status.
Step 6: Match the column headers in your file with the system's fields. Ensure all required fields are mapped correctly.
Step 7: Click Save
to proceed. The system will validate your data.
Step 8: Handle Errors (If Any)
If errors are found:
- A toggle will appear to view the error list.
- Use the Edit button to correct errors (error messages will guide you).
- Save your corrections to update the data.
Step 9: Confirm the Data
Once all errors are resolved, click the Confirm
button to finalize the import.
Step 10: Wait for the file to be imported successfully.
✅ Success Message: You’ll see a confirmation message once the upload is complete.
Step 11: Click the Back to List
button to see the uploaded recurring invoices.
If necessary, you can click the Return to Re-upload
button to go back to the import recurring invoice page and re-upload the file if corrections are needed.
Benefits of Importing Recurring Invoices
- Saves time by automating bulk invoice creation.
- Minimizes errors through a structured template.
- Streamlines billing for long-term clients.
Helpful Tips
- Use the sample template to ensure data consistency.
- Double-check mandatory fields before importing to avoid errors.
Need Assistance?
If you encounter issues during the import process or need further clarification, feel free to reach out to our support team support@fynloapps.com. We’re here to help!
Related Topics
📤 Exporting Recurring Invoice Data
🗑️ How to Delete a Recurring Invoice
🔧 Customizing Display Fields in Recurring Invoices