A spreadsheet can speed up preparing several invoices, but one incorrect column can affect the whole import. Review the preview first, then the resulting drafts, and only afterwards decide whether to issue them.
1. Use the template and check what each column means
In Imports, open the Excel invoice import and choose the issuing company. Start with the available template. Review the customer and identifiers, item description, quantity, unit price, tax details and dates against the supported fields.
Preserve identifiers so leading zeroes are not lost. Check that date cells represent dates and that decimal separators have not turned amounts into text. A blank cell and a zero value do not necessarily mean the same thing.
2. Review mapping and errors before confirming
With a custom spreadsheet, check which column maps to each field. In particular, distinguish quantity, unit price and total. Review customer matching too; similar names are not reliable identifiers.
Start with a small, verifiable selection rather than a whole production spreadsheet. A synthetic row with quantity 2 and unit price 50.00 gives 100.00 before discount and tax. If the preview differs, correct the source or mapping.
3. Check the saved drafts
After confirming the import, inspect the result and open the drafts. Compare the company, customers, items and totals with the preview. Import does not mean automatic PEPPOL sending or confirmation that the customer can receive an eInvoice.
If processing is interrupted or the result is unclear, inspect existing drafts first. Uploading the whole file again without checking may cause unintended repetition. Decide which rows need processing again only after investigating.
FAQ
Does import automatically issue the invoices?
This workflow prepares drafts. Review the resulting documents before issuing them through the relevant action.
Should I upload the whole file again after an error?
Check the result and existing drafts first to avoid unintended repetition.