Sales invoices | Import - Option to create based on Customer Account number
Customer Name / Customer Account number - To import invoices the main criteria for the import file is the customer's name. We work with properties where the owner details change on a regular basis and we use the account number (which is also the erf number) to process invoices. Can a it be changed to give users the option to either use the account number or name as the main criteria for the import file instead of just using the account name.
ANEL VAN WYK
shared this idea
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Becca Kruse
commented
Can we add a NEW template that we download from Xero? We also want a template based on Company ID as required versus name like above. Instructions say you can do this but just not an option on the download template. Please just update and/or add a new template which required is Company ID vs Name.
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Katherine Sherrill
commented
can you please add customer invoice number to sales invoice import template ?