Why is there no Customer Invoice import?

Customer invoices are made of bookings. Import the bookings, then create the invoices on Invoices › Customer Invoice so each line stays linked to its trip and the aging and profit reports stay correct.

My purchase invoice has several products. Can I import it?

The import takes one product line per invoice. Enter multi-line bills on Invoices › Purchase Invoice directly, or import the main line and add the rest by editing the invoice.

Does the import pay the bill too?

No. Record payments on Payments › Supplier Payments, or import bank transactions if the payments are already in your bank file.

Docs · Invoices · How-to

Import invoices from Excel

You will have your purchase invoices loaded from a spreadsheet and reviewed before anything is saved, and you will know the right route for customer and supplier invoices, which are not import types.

Open NShine ERP All docs

AI › AI Data Import reads an Excel file, maps its columns to the app’s fields and shows every row as ready, needs review or invalid before you confirm. Of its ten import types, the only invoice type is Purchase Invoice, with one product line per invoice.

Customer invoices and supplier invoices are not import types. They are built from bookings, so the way to bring them in is to import the Bookings and then raise the invoices in the app, or to carry the open balances as opening balances on the customer and supplier records.

Before You Start

Suppliers on the sheet exist under People › Suppliers with the same name as in the file, or import Suppliers first.
Products exist under Inventory › Products and a warehouse exists, or the rows will need review.
The sheet has one row per invoice with the product, quantity, rate and tax in their own columns; .xlsx and .xls both work.

Steps

Open AI › AI Data Import and choose Purchase Invoice.
Upload the spreadsheet. The file is read and each column is matched to an ERP field.
Check the column mapping and correct any column the app guessed wrong. Bill No, Invoice Date, Supplier Name, Product, Qty, Rate and Tax are the ones to look at first.
Read the row results: ready, needs review or invalid. Open a needs-review row to see why: usually a supplier or product name that does not match a record.
Fix the sheet or the master records, re-upload if needed. Nothing has been saved yet, so you can repeat this as often as you like.
Click Confirm. Only the ready rows are created as purchase invoices.
Open Invoices › Purchase Invoice and spot-check a few rows against the sheet.

Columns the Purchase Invoice import expects

Column	Maps to	Notes
Supplier name	Supplier Name	Must match a supplier record
Bill number	Bill No / Supplier Bill No	Your number or theirs; keep one consistently
Invoice date	Invoice Date	A real date cell, not text
Due date	Due Date	Optional
Product	Product Name / Code	Must match a product record; one product per invoice row
Quantity, Unit, Rate	Qty, Unit, Rate	Numbers; the gross is calculated
Discount %, Tax	Discount %, Tax	Tax by rate name from Settings › Tax Rates
Warehouse	Warehouse	Where stock is posted
Reference	Reference no	Optional

What This Changes

Each confirmed row becomes a Purchase Invoice with Payment Status Unpaid and Balance Due equal to its total.
The supplier’s Current Balance and Amount to Pay go up and the Account Payable ledger gets one entry per invoice.
Stock for the product rises in the named warehouse and shows on the Stock Report, if stock posting is enabled on the product.
The dashboard’s Total Supplier Invoices Amount and Pending Payments: To Pay include the imported bills.

Tips

Moving from another system? Do not import old invoices one by one. Enter each customer’s and supplier’s Opening Balance with an Opening Date on their record, and start invoicing in the app from that date.
For old customer invoices you still want to collect against individually, import the Bookings and raise the invoices in the app with the original dates and numbers.
Keep the import file; the row results screen is the fastest way to find a typo in a supplier name.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.