sblive Xero Guide

1. ContactName* - Enter your customer’s name exactly as it appears in Xero. If the contact isn’t in Xero, a new contact is created when you import this file. 2. InvoiceNumber* - Enter the invoice number. Numbers must be different for each invoice in this file, and different from any invoices already entered in Xero. If you want to import multiple line items on a single invoice, use the same invoice number for each line item. To keep the same numbering sequence, enter the number in the same format as it is in Xero, for example, INV-0001. 3. InvoiceDate* and DueDate* - Enter the date and the due date of the invoice. Use the format DD/MM/YYYY. 4. Description* - Enter a description of the invoice. Description can be left empty but it must be completed before the invoice can be approved. 5. Quantity – Enter the quantity of the items you’ve sold. 6. UnitAmount - Enter the price of the item. Enter all prices in this file as either tax inclusive or tax exclusive, but not a mixture of both. You'll select whether the file contains inclusive or exclusive prices when you import this file. 7. AccountCode – Enter the code, as it displays in Xero, to code the item to. 8. TaxType - Enter the tax rate display name as it appears in Xero. If the tax rate name contains words and a percentage, enter it in full as it appears in Xero, for example, 20% (VAT on Income). • The Total and Tax Amount columns will be calculated automatically based on the data in the Quantity, Unit amount and Tax type fields. • If you are importing more than 500 invoices you will need to split the file as this is the maximum you can import in one file. • Save the file as a CSV (.csv) format file. • Click browse and select your saved CSV file. If you’ve already created contacts with emails and addresses that you want to change when you import the file then select ‘Yes, update contacts with imported address details’. If you don’t want to change anything then select no. Choose whether the prices in the Unit Amount column are tax exclusive or tax inclusive.

Page 29 of 166

Made with FlippingBook - professional solution for displaying marketing and sales documents online