Quick Jump Menu
Advanced Search Search the Knowledgebase
Import Debtors/Creditors Outstanding Invoice
Author: Bruno Reference Number: AA-08092 Views: 813 Created: 2018-03-20 10:25 Last Updated: 2019-06-17 11:43 0 Rating/ Voters


IMPORT DEBTORS/CREDITORS OUTSTANDING INVOICE

Sage One allows user to import the outstanding Invoices for both their Creditors and Debtors from their previous system.


Import Outstanding Invoice (Debtors)


Step 1: Go to Customers à Transactions à Customers Adjustments

Step 2: Click on Quick Entry Grid Button.

Step 3: Click on the Import Buttonà Click on How do I set up a CSV file? to download template / example.

Step 4: Fill in all the necessary information in the excel file and save it as .csv on the pc.

Step 5: Click on Browse button to select the excel to import the file.

Step 6: Click on Import File to Import 

Step 7: System will prompt the message indicates if the import is successful or failed.

Step 8: Click on Process.

 

The outstanding Invoices will be created in Customer Adjustment module and will not appear in Customer Tax Invoice module. Kindly take note on the Effect, to choose wisely either Increase (will increase the outstanding figure for customers) or Decrease (will decrease the figure for customers. Eg: outstanding CN)


Attachments
IMPORT OUTSTANDING INVOICE.pdf 0.4 Mb Download File
Rss Comments
  • There are no comments for this article.
Info Add Comment
Nickname: Your Email: Subject: Comment:
Enter the code below: