Import Invoices

Import grouped invoice rows from a spreadsheet or CSV after reviewing customer, line, and account-routing details.

Invoice grid filtered to V1 imported invoices showing grouped-line CSV import results

When To Use This

  • You already have invoice rows in a spreadsheet or CSV.
  • You want SPRK to create grouped invoice documents after preview.
  • You need to review whether imported invoices should stay open or be treated as paid-now.

Before You Start

  • Confirm the active company.
  • Confirm customers, items, and income accounts are ready for the file.
  • Review whether Receive to should route each invoice to Accounts Receivable or a settlement account.
  • Keep the original file available until import results have been reviewed.

Steps

  1. Open the invoice import path from Invoices.
  2. Choose the invoice file.
  3. Review the preview before confirming.
  4. Check grouped document fields such as:
  • Customer Name
  • Due Date
  • SKU or Item
  • Memo
  • Tax Rate
  • Status
  • Amount
  • Line Amount
  • Extended Amount
  1. Review account-routing headers when the file includes them:
  • Receive to
  • Default Income Account
  • Line Income Account
  1. Confirm that each invoice has a customer, at least one line, valid line account or item details, positive quantities, and a non-duplicate invoice number.
  2. Confirm the import only after warnings and routing choices have been reviewed.

What Happens When You Import

SPRK creates invoice documents from grouped rows after preview. Receive to follows the same routing rule as the invoice drawer: an Accounts Receivable control account keeps the imported invoice on the accrual path, while a non-control cash, bank, or credit-card settlement account imports as paid-now. Default Income Account fills blank line income accounts; Line Income Account remains the posting source of truth.

Imports that try to mix receivable control routing and settlement-account routing for the same invoice are rejected instead of silently guessing the posting path.

If Something Looks Wrong

What You See What To Check What To Do Next
The preview does not group lines as expected Invoice number, customer, and line fields Fix the file before confirming
The file leaves a customer unresolved Customer name or customer identifier in the file Add or correct the customer before import
An invoice routes as paid-now The Receive to account Use an Accounts Receivable control account when the invoice should remain open
A line posts to the wrong income account Line Income Account and fallback Default Income Account Correct the account values before confirming
The import reports duplicate invoice numbers Existing invoice numbers and file invoice numbers Resolve duplicate numbers before confirming

Practice And Examples

The grouped-line import example shows open invoices created from invoice-import-grouped-lines.csv.