Importing documents
Invoices > Import: invoices and credit notes coming from an ERP or invoicing software. Each imported document becomes a draft that then follows the normal cycle (Check, Issue, Sign, Submit). Nothing is issued automatically.
Accepted formats
- Excel or CSV, Softic.Invoice template: one row per document line, header columns repeated, columns in any order. Download the Excel template from the screen: it holds a sample invoice and a help sheet describing each column.
- JSON: the Softic.Invoice API format.
- UBL 2.1 (EN 16931, Peppol): invoices and credit notes.
- The format is detected automatically; you can force it.
Rules
- External reference (
ExternalRef, the document number in the ERP): a re-imported document is updated while it is a draft and skipped once issued. - Customer: matched by code, then tax id, then name. Unknown customers are created when "Create unknown customers" is ticked and a name is supplied; the country rules apply (tax id format).
- Item: reused by code when it exists (unit, description, default VAT); otherwise the line stays free.
- VAT: by company tax code, otherwise by rate; unknown, the line is refused. Same for an additional tax.
- Credit note: the original invoice must exist and be accepted.
The report
Each document shows its status: Created, Updated, Skipped (already issued) or Failed with the reason and the location in the file (row). Open leads to the draft. Accountants, entry clerks and administrators can import.