Open Invoice / Importing into an invoice

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Posted on by abutler1986

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Good Morning,

I have a question from a prospect about having an open invoice for say the 1st of the month with 2 lines on it but they want to then import (either via Excel or a plugin from the Market Place) into the open invoice additional lines then for say at the end of the month close the invoice and send to the customer either via email etc..

Is this possible at all? I know the main thought from my side is what information do they insert into the spreadsheet upload to match the invoice (presumably the invoice number). Is this possible at all?

Thanks,

Andrew

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