Import General Billing Invoices with multiple Detail Lines using Invoice Number 0
- Knowledge Assistant
Would like to import General Billing Invoices with multiple Detail Lines and use Invoice Number 0 so that Invoice Numbers are automatically assigned.Â
- General Billing
- Invoice Import (gbinvimp)
Need to create General Billing Invoices with multiple Detail Lines (Charges) and use Invoice Number 0 so that Invoice Numbers are automatically assigned.Â
It is possible to create General Billing Invoices with multiple Detail Lines (Charges) while also using Invoice Number 0 so that the Invoice Number gets automatically assigned.Â
To do this, the Detail Lines need to be appropriately numbered and grouped within the import file in sequential order.Â
If using a Custom Import layout, then a file that meets these specifications would look something like this:Â
| Invoice Number | Customer ID | Customer Name | Address Line 1 | City | State | ZIP | Invoice Date | Invoice Due Date | Detail Line Number | Line Comment | AR Code | Charge Code | Quantity | Price |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 150 | John Doe | 1 Main Street | Tyler Town | TT | 12345 | 01/01/2000 | 01/31/2000 | 1 | Line Comment 1 | GB | CHARGE | 1 | 500.00 |
| 0 | 150 | John Doe | 1 Main Street | Tyler Town | TT | 12345 | 01/01/2000 | 01/31/2000 | 2 | Line Comment 2 | GB | FEE | 1 | 50.00 |
| 0 | 151 | Jane Doe | 2 Main Street | Tyler Town | TT | 12345 | 01/01/2000 | 01/31/2000 | 1 | Line Comment 1 | GB | CHARGE | 1 | 500.00 |
| 0 | 151 | Jane Doe | 2 Main Street | Tyler Town | TT | 12345 | 01/01/2000 | 01/31/2000 | 2 | Line Comment 2 | GB | FEE | 1 | 50.00 |
The above example using a Custom Invoice Import layout would result in 2 invoices being created, both with 2 Detail Lines (Charges). The first invoice would be for the Customer John Doe. The second invoice would be for the Customer Jane Doe.Â
If using the Standard Invoice Import layout (space delimited), detailed fully here: General Billing Invoice Import Layouts, then the same 2 invoices created by the above Custom Layout could be created using a text file that looks like this: General Billing Standard Invoice Import - Multiple Detail Lines
- Each invoice can have far more than 2 Detail Lines (Charges).Â
- Additional resources for working in the Invoice Import program can be found here: Master Article - General Billing Invoice Import