![]() For countries, the two-letter ISO 3166-1 code must be used (ex. If you are using an xls/xlsx file, this does not apply.įor currencies, the 3-letter ISO 4217 code must be used (ex. csv file, your dates must follow an explicit format of YYYY-MM-DD. ![]() Your tax identifier(s) will be looked up from your account and included on the invoice.All totals are auto-calculated (netAmount, totalTaxAmount, etc.). ![]() There are some attributes that may not need to be provided in your file (they are optional), as they will be auto-populated by the platform when your invoices are submitted. An invoice number is required for every single row and invoice header data must be included in the same row as the first line item. IMPORTANT - a header row must be included in your file and for every column.ģ - Each row in the file represents an invoice line item. The custom fields will be included in your file in the following format: csv template will be tailored to meet the requirements of the customer you are invoicing (if your customer has custom fields configured). PO Item Number (lineItems.poItemNumber).For PO-based invoices, you must include:.If you include extra columns that we don’t recognize, they will be ignored. You can remove any columns you don’t need. You must use these exact field/column names in your submitted file.The columns shown on the template are all possible fields but only a small subset of these are required to be completed.You can upload your invoices by doing the following:ġ - From the homepage, select Invoices > Upload Invoices.Ģ - Select the Download Template Invoice link to download and open the invoice upload CSV template. There are two menu items for the Invoice Upload feature that can be found under the Invoices shortcut link:ġ - Upload Invoices: section is where you can initiate the invoice upload processĢ - Invoice Upload History: displays a list of all past invoices that have been uploaded ![]() The same invoice rules and validations apply (required fields, value tolerances, etc.) when submitting an invoice via the Invoice Upload feature. This feature also removes the need to create an API integration. This will save you time when needing to create and submit a large number of invoices when compared to manually flipping POs into an invoice or creating non-po invoices through the Taulia platform. Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a CSV or xls file of the invoice and line item data. Note - This feature may not be available in your portal. ![]()
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