Importing Data for New Records - Customer Invoice Items
Follow the steps for Importing New Records.

The customer invoice item import allows you to import each invoice line item in its own row.  Note: If the Issued Date, Customer Info, Person Info, Customer Memo, and Total are the same across multiple rows, then those invoice items will be imported as part of the same invoice.

To import all invoice items per invoice in one row, follow the steps for Importing Data for New Records - Customer Invoices.

Depending on the export file that you are using for the import, you may prefer to use one import over the other.
 

Field Required Type Sample Values Notes
Customer_Id Yes, If Customer_Name is not specified Identifier "1234"  
Customer_Name Yes, if Customer_Id is not specified Lookup "Smith Family" If you choose to use this field instead of Customer_id, then Customer_Name must be unique in the system
Person_Id Yes, if the invoice is associated to a student and if Person_First_Name, Person_Last_Name, and Person_Birthdate are not specified Identifier "1234"  
Person_First_Name Yes, if the invoice is associated to a student and if Person_Id is not specified Lookup "John"  
Person_Last_Name Yes, if the invoice is associated to a student and if Person_Id is not specified Lookup "Doe"  
Person_Birthdate Yes, if the invoice is associated to a student and if Person_Id is not specified Lookup "1/1/2000"  
Person_Type Yes, if the invoice is associated to a student Lookup "Student" or "Inquiry"  
Total Yes Data "100" Refers to total invoice amount. The amount format should not include commas
Issued_Date Yes Data "1/1/2000"  
Entered_Date Yes Data "1/1/2000"  
Sent_Date No Data "1/1/2000"  
Payment_Term_Id Yes, if Payment_Term_Name is not specified Identifier "123"  
Payment_Term_Name Yes, if Payment_Term_Id is not specified Lookup "Monthly Payment"  
Accounts_Receivable_Account_Id Yes, if Accounts_Receivable_Account_Number is not specified Identifier "123" This account will be debited
Accounts_Receivable_Account_Number Yes, if Accounts_Receivable_Account_Id is not specified Lookup "123" This account will be debited
Customer_Memo No, but recommended Data "Tuition Invoice" Can be displayed to families
Internal_Memo No, but recommended Data "Tuition Invoice"  
Posted_Date No Data "1/1/2000" If you post invoices, you will not be able to edit them
Voided_Date No Data "1/1/2000"  
Void_Comment No Data "Wrong Date"  
Invoice_Alternate_Id No Data "123"  
Invoice_Classification_Id Yes, if you use classifications and if Invoice_Classification_Name is not specified Identifier "123"  
Invoice_Classification_Name Yes, if you use classifications and if Invoice_Classification_Id is not specified Lookup "High School"  
Invoice_Item_Product_Id Yes, If Invoice_Item_Product_Name is not specified Identifier "123" See Product for more information
Invoice_Item_Product_Name Yes, If Invoice_Item_Product_Id is not specified Lookup "Tuition" See Product for more information
Invoice_Item_Account_id Yes, if Invoice_Item_Account_Number is not specified Identifier "123" This refers to the revenue account that will be credited
Invoice_Item_Account_Number Yes, if Invoice_Item_Account_Id is not specified Lookup "123" This refers to the revenue account that will be credited
Invoice_Item_Overriden_Price Yes Data "100" Price for the individual item
Invoice_Item_Quantity Yes Data "1" Quantity for the individual item
Invoice_Item_Note No Data "Tuition"  
Invoice_Item_Classification_Id Yes, if you use classifications and if Invoice_Item_Classification_Name is not specified Identifier "123"  
Invoice_Item_Classification_Name Yes, if you use classifications and if Invoice_Item_Classification_Id is not specified Lookup "High School"

See also

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