tag:help.cashboardapp.com,2012-10-23:/discussions/questions/1197-entering-invoices-i-sent-to-clients-using-other-systemsCashboard: Discussion 2013-12-03T02:57:04Ztag:help.cashboardapp.com,2012-10-23:Comment/303135412013-12-02T21:05:04Z2013-12-02T21:05:04ZEntering invoices I sent to clients using other systems<div><p>Hi Melissa,</p>
<p>Thanks for your business! We really appreciate it. If your
current invoicing solution can export a CSV file, we can probably
import it.</p>
<p>Our documentation on importing CSV files is here: <a href=
"http://help.cashboardapp.com/kb/misc/csv-data-import">http://help.cashboardapp.com/kb/misc/csv-data-import</a></p>
<p>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.</p>
<p>Let me know if you've got any questions or run into trouble.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/303135412013-12-03T00:48:04Z2013-12-03T00:48:04ZEntering invoices I sent to clients using other systems<div><p>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.</p>
<p>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?</p></div>Melissa Rowleytag:help.cashboardapp.com,2012-10-23:Comment/303135412013-12-03T02:57:02Z2013-12-03T02:57:02ZEntering invoices I sent to clients using other systems<div><blockquote>
<p>I figured out that I could just manually record the 6 invoices
I'd already sent using different software by creating a
Payment.</p>
</blockquote>
<p>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 <em>(Create > Invoice)</em> is the
best way to go.</p>
<p><strong>Just a little overview about how Invoices / Payments
work inside Cashboard…</strong></p>
<ul>
<li>To mark an Invoice paid, it must have a matching Payment
applied. You can do this from the Invoice itself, or when editing a
Payment.</li>
<li>When you have un-applied Payments (like what you have now),
<em>the system will see those as Credits</em>, to be applied to
future Invoices for that Client.</li>
</ul>
<p>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.</p>
<blockquote>
<p>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?</p>
</blockquote>
<p>Yes…</p>
<ol>
<li>If you create an Invoice for a Project (from the home page
<em>Projects to Invoice</em> section, or from the Project page
itself), yes all of those items will be imported.<br></li>
<li>If you create the Invoice manually, <em>(Create >
Invoice)</em> then Cashboard will give you the option to import
time/expenses for <em>all projects that belong to that
Client</em>.<br></li>
<li>If you use our <em>Scheduled Invoice</em> feature, you can set
that up to import all time/expenses automatically.</li>
</ol>
<p>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.</p>
<p>Some people create an invoice-per-project, while others invoice
for multiple projects per client. Cashboard is designed to work
both ways.</p>
<p>If you’ve got further questions, or if I can help any
further please let me know!</p></div>Seth B