Tweet
Pastel Invoice Import / Export
Good Morning
I currently receive the information on what to invoice our customers in excel format. It is a line by line spreadsheet detailing the customer name, reference for the invoice, cost etc.
Is there any way / app / program which can allow me to export from my list of "invoice items" to a customer invoice template for pastel?
I do currently have an excel spreadsheet which I can use to manually enter the various items for the invoices and import that as a csv into pastel, however I would like to somehow export from my "what to invocie" spreadsheet into my "invoice template" so that the invoicing process can be less time consuming
Any ideas of anything which could assist in this regard please would be most appreciated
thank you
I currently receive the information on what to invoice our customers in excel format. It is a line by line spreadsheet detailing the customer name, reference for the invoice, cost etc.
Is there any way / app / program which can allow me to export from my list of "invoice items" to a customer invoice template for pastel?
I do currently have an excel spreadsheet which I can use to manually enter the various items for the invoices and import that as a csv into pastel, however I would like to somehow export from my "what to invocie" spreadsheet into my "invoice template" so that the invoicing process can be less time consuming
Any ideas of anything which could assist in this regard please would be most appreciated
thank you