Import Invoices

Import Invoices

Importing invoices with products to AiPSoft Software involves the process of electronically transferring invoice data, including product details, from a source file to a software application that handles accounting or inventory management. This process eliminates the need for manual data entry and reduces the risk of errors and inconsistencies that can occur with manual data entry.

The source file can be in various formats such as Excel. The data in the source file typically includes information such as the invoice number, date, customer details, product details, quantities, and prices.

Once the source file is imported into the AiPSoft, the invoice data is automatically processed and recorded. The software can also perform tasks such as generating accounting entries, updating inventory levels, and calculating taxes and discounts.

Overall, importing invoices with products to software provides a streamlined and efficient way to manage accounting and inventory data, and helps businesses to save time and reduce errors.

Method

1. Generate excel report from your old software, or create an excel with head of
   
   

   Bill Serial No

   Ref No.

   Bill Sale Date

   Staff/ User/ Saleman

   Mobile No

   Customer Name

   Order Type/ Delivery Type

   Product Code/ Barcode

   Product Name

   Qty

   Total Amount

   Total Discount

   Total VAT

   Grand Total

   Bill Remarks

   
   make sure the excel amount are total amount of each item or create an excel with full details of
   
   (branch, invoice_number, ref_no_remark_1, bill_remark_2, bill_date_time, staff_user, product_code_barcode, product_name, product_unit, product_qty, amount_per_item, total_amount, vat_persontage_1, vat_persontage_2, vat_per_item, total_vat_tax, discount_per_item, totaldiscount, grand_total, customer_mobile_number, customer_name, customer_address, customer_trn, order_type_delivery_type, status)
   
   
2. Go to https://magnus.aipsoft.com/
   
   
   • Navigate to Import & Export->Other
   • In the excel import, Choose Type: Invoices, you can download the sample excel from the Download Sample File Link
     
     
     
     
   • Choose excel file, file must be .xlsx format
   • Confirm the