If your spreadsheet has customer, amount, VAT, delivery date, and line item, preparing invoices in bulk makes sense. Issuing dozens of final invoices without review does not.
Template or custom mapping
The easiest start is an Excel template with columns such as customer, company ID, tax ID, VAT ID, item description, quantity, price, VAT, supply date, and due date.
If the user brings their own file, the app should let them map columns to invoice fields and preview source rows.
Review before issuing
Import should first create a preview and only then drafts. The user must see missing customer data, ambiguous matching, unsupported VAT rate, or empty line description.
A draft invoice is the safe middle step: number, data, and lines are prepared, but final issue stays with the user.
Who benefits
Excel import helps with recurring services, membership fees, rent, a simple e-shop, or an agency invoicing similar items to multiple clients every month.
It also helps the accountant because invoices are not created outside the system and keep the same outputs: PDF, XML, UBL, audit trail, and monthly package.
FAQ
Is excel invoice import: why it should create drafts, not final invoices legal or accounting advice?
No. OnlineOffice provides working tools and materials. Important outputs should be reviewed against the specific situation.