9/21/2023 0 Comments Cashflow 360![]() ![]() The ID of the location that this line item is coded to Requires an exact match with the desired department short name The short name of the department that this line item is coded to The desired department must be active in Cashflow360 Requires an exact match with the desired department name The name of the department that this line item is coded to Both account number (if used) and account name must be provided Requires an exact match with the desired Account's account number The account number of the account that this line item is coded to Both account name and account number (if used) must be provided Requires an exact match with the desired Account's name The name of the account that this line item is coded to The percentage of the price of preceding line items used to adjust this Invoice's total The date that this line item's service was rendered If using this field, it'll override the line item amount field Any value imported using this field is converted to static currency (no percentages) If this is left blank, it'll appear as blank this is treated as $0.00 The per-unit cost of the item billed on this line item If using the line item price field, it'll override this field Accepts values with or without a $ negative values must omit the $ Can't be left blank, enter $0.00 or more The total amount being billed to the customer for this line item must be the same as the total of the Line Item Quantity multiplied by the Line Item Price for every line For percentage line items, use the value 1Ĩ characters including negative sign or dollar sign if used The quantity of the item being billed on this line item Requires an exact match with the desired item ID The ID of the item being billed on this line item The desired item must be active in Cashflow360 Requires an exact match with the desired item name The name of the item being billed on this line item If auto charge is enabled for customer, option to choose if an invoice should be auto-paid or not on a per-invoice basis ![]() The method by which the product(s) for this Invoice were shipped to this customer The date that the product(s) for this Invoice were shipped to this customer The name of the sales representative associated with this Invoice The ID of the sales tax item that's applied to all taxable line items on this Invoice ![]() The total sales tax on this Invoice is the sum of each taxable line item multiplied by the percentage value of the chosen sales tax item If adding multiple line items, this field must be filled in for all line items The name of the sales tax item that's applied to all taxable line items on this Invoice The date that this Invoice was last sent to your customer Doesn't automatically email this Invoice Denotes if this Invoice appears in the email queue Requires an exact match with the accepted values Doesn't automatically print or mail this Invoice Denotes if this Invoice appears in the print/mail queue Identifies the Purchase Order associated to this invoice The customizable message for your customer that appears on this Invoice The date that this Invoice is posted to your general ledger in your accounting system, if it supports GL Posting Dates The date that payment is due on this Invoice Single digits don't require a leading zero Dates must be formatted MM/DD/YY, MM/DD/YYYY, MM-DD-YY, or MM-DD-YYYY The date that this Invoice is issued to your customer Requires an exact match with the desired Invoice's invoice number (for updating) Requires an exact match with the desired customer's name The desired customer must be active in Cashflow360 The name of the customer for this Invoice All records are set to Active when created they cannot be created and set to inactive in the same import Requires an exact match with one of the accepted values Important Note: If you sync with an accounting software, we highly suggest not manually importing Invoices via CSV into Cashflow360, unless they don't exist in your accounting software at all, to avoid duplicates and sync errors Field Nameĭisplays the status of this Invoice (doesn't indicate payment status invoices can only be imported in as unpaid invoices) Currently you can not import recurring invoices. Vendors that prefer to receive Virtual Card payments can be enabled to receive a single-use Mastercard or Visa card number instead of a check or ePayment.The following is a list and explanation of each of the fields you can include when importing Invoices. This digital alternative uses card technology. Cashflow360 Virtual Card offers you a free digital alternative to paying by check or ePayment and delivers faster payments to your vendor. ![]()
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