How Do I Import Invoices?
Overview
Matters.Cloud provides a simple to use facility to import existing invoice data when migrating from third party applications.
Import Formats
The following file formats are supported:
- Microsoft Excel (.xlsx)
- Comma Separated (.csv)
Import Process
Step 1: Download Import Format
To download the import format, select Invoices > All invoices and locate the Import button:
Download the appropriate Template using the links provided:
Step 2: Populate File Content
Populate the template with invoice data exported from your third-party application.
The invoice import template includes fields such as:
| Column | Description |
|---|---|
| invoice_date | Invoice date |
| invoice_number | Unique invoice number |
| invoice_type | Invoice type |
| status | Invoice status |
| client_code | Client code from the source system |
| matter_id | Matter reference from the source system |
| fees_amount | Total fees value |
| expenses_amount | Total expenses/disbursements value |
| tax_amount | Total tax/VAT amount |
| fees_tax_rate | Tax/VAT rate applied to fees |
| expenses_tax_rate | Tax/VAT rate applied to expenses/disbursements |
| currency | Invoice currency |
| tax_type | Tax/VAT type |
| bank_account | Bank account reference |
| payment_days | Payment terms in days |
Step 3: Import File
Select the file to import using the Choose File button and then click the Import button.