How to Import Sales and Purchase Invoice into Biztory

If your Biztory is the Classic version, refer to Import Sales  and Import Purchases

How to Import Sales Invoice into Biztory

1. Click on Profile and select Settings

2. Click on Integration

3. Click on CSV Import

(If you don't see CSV import here, it means your account has not enabled CSV Import. You may contact Customer Service to help you enable it.)

4. Click on 3 dots on Sales tab

(If you want to import purchase invoice, you may click on Purchases)

5. Download the sample CSV file

6.  Open the downloaded CSV file. Row 1 contains the required fields for importing sales invoice. Fill in the correct info and verify that the unique field (e.g. reference number) does not already exist in Biztory. Leave the serial numbers blank if the item does not have any.
(The 'Total' field in the CSV file represents the total amount for each item. You don’t need to fill in the invoice amount manually, as it will be calculated using the 'Total' and 'Total Tax' fields.)

6.1 This is the CSV file for importing purchase invoice. Row 1 contains the required fields for importing purchase invoice. Fill in the correct info and verify that the unique field (e.g. reference number) does not already exist in Biztory. Leave the serial numbers blank if the item does not have any.

7. Click here and upload the CSV file

8. Click Import

(Wait for a few minutes after importing, then navigate to Sales Invoices page to see the imported invoices)

Related Guides on Import

• To import product and serial number, please refer to: How to Import Product / Serial Number of Product