Tax invoice import

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  • Cath
    Junior Member
    • Jan 2018
    • 12

    #1

    Tax invoice import

    Hi

    I am new to this forum.. really hoping someone can help me out.
    We own a publishing company and our tax invoices can be quite teadous to enter with a lot of titles. So I am looking into an order form on my website that can be completed by the customer that can then feed into pastel some how.

    Please can you tell me if this is even possible and where to start!

    Thanks a lot. Look forward to some replies

    Cath
  • Neville Bailey
    Diamond Member

    • Nov 2010
    • 2786

    #2
    Hi Cath,

    In order to import invoices into Pastel, the data must be set up on a CSV file, in a prescribed layout.

    Do you have the facility to extract the data from your website order form into a CSV file, or even an Excel file?

    I have attached the required layout for the CSV file.
    Attached Files
    Neville Bailey - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
    IronTree Online Solutions

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    • Cath
      Junior Member
      • Jan 2018
      • 12

      #3
      Thank you for your reply Neville

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