This article provides a guide on the process of bringing in invoices into the Sonovate platform.
Manual Invoice Criteria
Download the CSV template here that will aid in successfully uploading your invoices
Download a PDF version of the criteria here
How to Upload Manual Invoices
1. From the homepage, click the 'Invoices' tab in the navigation bar.
2. Next, click the 'Import invoices' button located in the top right corner.
3. Download the CSV template, and fill in the details of the invoices.
Note: The boxes all must be filled out correctly in order for the invoices to be uploaded successfully.
4. To find the 'ClientId', go to the clients page and use the numbers here in the URL.
5. Once the spreadsheet is completed, click the "Upload a .csv, xlsx' here.
6. Here, we can see at the spreadsheet was correctly filled out, and the invoices have been successfully uploaded.
