How to Import or Export Invoices

  • Updated on Nov 15, 2024
  • Published on Aug 31, 2022
  • 1 minute(s) read

You can use the Import/Export option under invoicing to move invoice details in bulk either into or out of your Helcim account. 

To import or export your invoice information, click on the three dots on the top right hand side of the screen, beside the New Invoice button.

Start importing and exporting invoices to Helcim invoicing

Data Import

If you want to import data to your account, you can do so using a CSV File. Click on the CSV File to confirm the import type, then click Next.

Import invoice data to Helcim invoicing

Use the drop-down menu to select the date format that matches your formatting, then select the file you want to upload by clicking on the Browse button.

Import CSV invoice file to Helcim invoicing

Sample File

To ensure your data is formatted correctly, download the Sample File that is included in the Upload File screen to view an example of how the data needs to be formatted.upload file to import



You will get a notification once the file is successfully uploaded and if there are any errors with the document.


Once the file has been added click on Next.

Review the data that will be uploaded before clicking Confirm to upload the information. If you need to make any changes, you can click Back to return to the previous screen. If everything is correct, click Confirm to upload the information.

Confirm invoices to import to Helcim invoicing

If the system detects an error in the data, the information will be displayed below the Invoices to Import for your review.

Review imported invoices to Helcim Invoicing

Once you click Confirm, the information will upload, and you will see a confirmation message for the information that was added.

success notification

Data Export

If you want to export your invoice information, click on the three dots on the top right hand side of your screen, beside the New Invoice button. 

Start exporting Helcim invoices

You can choose to export your data as a CSV File, or to QuickBooks Desktop.

Select export data type for Helcim invoices

 

After you have selected the format you would like, click ËœNext'.

You can customize how you want the information exported, including:

  • Currency
  • Customers
  • Date Format
  • Invoice Status
  • Date Range
  • Email address you want the report sent to
  • If you want to include Invoice Items Yes or No

Edit data setting to export Helcim invoices

After you've confirmed the export settings, click on Export. A pop-up message will confirm if the export was successful.