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How do I create Invoices in bulk with Mass Invoicing?

If you have to issue multiple invoices at once, you can use Mass Invoicing to automate the process. Mass Invoicing allows you to upload up to 1000 invoices per CSV file.

 

If you’re looking to create invoices one at a time, you can use the steps in How do I create an Invoice? instead.

 

To create multiple Invoices at once, use these steps:

  1. In your Facturama account, click on the Invoices section
  2. Then click on the Mass Invoicing sub-section underneath
    Mass invoicing section in navigation.
  3. Before uploading, if you need a template, click on either:
    Mass invoicing with templates to download.
    • Billing Documentation - Review required information for your Invoice template=
    • Cancellation Documentation - Review required information for your Cancellation template, including a template CSV file
    • Billing Examples Manual 4.0 - Includes template CSV files for each Invoice Type
    • Payroll Examples Manual 1.2 - Includes template CSV files for each Payroll Invoice Type
  4. Once your file is ready, under Process Type, choose between Billing, Cancellation, or Payroll
    1. If Billing is selected, specify the Office Branch, Series, and Invoice Type
    2. If Payroll is selected, specify the Office Branch and Series
  5. If available, specify the Stamped Date for the Billing or Payroll invoices being uploaded
  6. Then click on Select File and choose your CSV file
  7. Click on the Start With Process button. If needed, click on the Process Status link to track your file upload. Once the file is finished processing, you can use Consult to review the uploaded Invoices.


Notes:

  • Altering the order of columns and their labels in the template will result in the file not being uploaded
  • Only .CSV file format is accepted