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Move existing invoice records

Bring past invoices across without retyping every row.

When your old invoices live in spreadsheets, Invoiced offers a guided import flow to map fields, validate entries and review the proposed records before saving.

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Explore the workflow before using real business data.

WORKFLOW PREVIEW
ILLUSTRATIVE EXAMPLE

Illustrative spreadsheet workflow

Import with a review step, not a blind upload

01Source
Excel or CSV file
02Map
Invoice and customer columns
03Validate
Dates, amounts and duplicates
04Confirm
Review records before save
Review each step before recording changes

Built for everyday work

Practical tools, clear steps.

Features intended to help you organise work without losing sight of the supporting records.

01

Spreadsheet import

Start from an Excel or CSV export of existing invoice records.

02

Column mapping

Match spreadsheet headers to the invoice fields used by Invoiced.

03

Row validation

Review errors and possible duplicate invoice numbers before saving.

04

Controlled confirmation

Inspect the import result instead of silently replacing existing records.

A straightforward process

How the workflow works

These are product explanations, not a live transaction or a guarantee of accounting outcomes.

  1. 1

    Export your history

    Download invoice data from the previous system as Excel or CSV.

  2. 2

    Map and validate

    Match columns, correct invalid rows and inspect possible duplicates.

  3. 3

    Review and confirm

    Keep a backup and confirm the import only after checking the summary.

Good questions deserve straight answers

Frequently asked questions

Can I bring invoices from another billing product?

You can use an Excel or CSV export if its rows can be mapped to the supported invoice fields.

Will Invoiced detect invalid spreadsheet entries?

The import flow includes mapping and validation steps to help identify issues before saving.

Should I import all records at once?

Start with a small sample, check the result and retain a backup of your original export.

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