Import Invoices via CSV

Bring historical invoice records into Vendi Today in bulk — useful if you're migrating from another system or consolidating past billing data.

Steps

1. Go to Payments → Invoices & Estimates and select Import Invoices using CSV.
2. Download the sample CSV template so your file matches the required format.
3. Make sure any tax rates referenced in your data already exist under Settings → Taxes — the import maps to existing rates rather than creating new ones on the fly.
4. Upload your prepared CSV.
5. Map each column in your file to the correct invoice field (dates, amounts, taxes, etc.).
6. Double-check the tax mappings against your existing tax rates.
7. Start the import.
8. You'll receive an automated summary email listing which rows succeeded and which failed, so you can fix and re-upload anything that didn't go through.

Good to know

• Imported invoices do not trigger automated reminder emails or texts — they're treated as historical records, not new outgoing invoices.
• This tool only creates new invoices; it can't be used to update invoices that already exist in Vendi Today.