Entering invoices I sent to clients using other systems
I am switching from Aynax to Cashboard to track my time and send invoices, and I would like to know if there is a way to enter the amounts of the invoices I've sent using Aynax, into Cashboard, so I have all of my 2013 invoice information in one place. Any ideas??
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Support Staff 1 Posted by Seth B on 02 Dec, 2013 09:05 PM
Hi Melissa,
Thanks for your business! We really appreciate it. If your current invoicing solution can export a CSV file, we can probably import it.
Our documentation on importing CSV files is here: http://help.cashboardapp.com/kb/misc/csv-data-import
CSV file stands for comma separated value, and it's a file most spreadsheet programs can deal with — like Microsoft Excel, Google Spreadsheet, etc. A lot of systems can export data in the format too, which is why we import it.
Let me know if you've got any questions or run into trouble.
2 Posted by Melissa Rowley on 03 Dec, 2013 12:48 AM
Thanks Seth, appreciate the quick response. I figured out that I could just manually record the 6 invoices I'd already sent using different software by creating a Payment.
Another question - will any expenses I enter as the month go by, and attribute to a specific client/project, get automatically added to the invoice I generate for that client at the end of the month?
Support Staff 3 Posted by Seth B on 03 Dec, 2013 02:57 AM
My apologies for the initial response — I assumed that you were importing hundreds of Invoices. If it is only 6, yes creating them from inside the software (Create > Invoice) is the best way to go.
Just a little overview about how Invoices / Payments work inside Cashboard…
You might want to go in and create matching Invoices for the Payments you’ve created — otherwise you’re in for a surprise later down the road.
Yes…
Since we have a variety of customers who use Cashboard in different ways we try to make smart hunches about how importing those items should behave.
Some people create an invoice-per-project, while others invoice for multiple projects per client. Cashboard is designed to work both ways.
If you’ve got further questions, or if I can help any further please let me know!