Importing invoices

As a program office user, you can import CSV files with invoicing data into Beeline Professional from the Invoices hub.

If there are issues with the formatting of the file that you want to import, the system displays a warning and lists the errors that you must fix in order to resolve the issue. If you’re not sure how to format your data, contact your Customer Success Manager for assistance.

Steps

To import invoices, complete these steps from any supported browser.

  1. Log in to Professional.

  2. Select Invoices from the left navigation menu.

  3. In the upper right of the invoices table, select the Import Data icon to open the Import Data dialog.

  4. Optional: If there are issues with the formatting of the file that you want to import, select View errors. Fix the formatting errors and try again.