How to bulk import invoices to request payments

  • Updated

Before sending a payment request to your customers, you need to first add an invoice with the payment details. You can add a number of invoices you’d like to receive payment for at once, to make it easier for you to get paid.


All you need to do is upload a CSV file with all the invoice details. Here’s how:

1. Click the + button in the side menu

2. Click Request

3. Select Upload a list of invoices


4. Select to upload your CSV and follow the instructions to match the fields:

  • Select the column for Company name

  • Select the column for Amount

  • Select the column for Invoice number

  • Select the column for Due date


5. Review and then click Confirm and save.



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