Bulk invoice format
This format allows you to upload invoice in Opinum Data Hub.
File structure
It consist of an excel file that has a single sheet containing the following:
You can download a sample file here.
The columns are very similar to the actual invoice fields.
The different available types are:
- 1: Advance Payment
- 2: Regularization
- 3: Adjustment
The different Statuses are:
- 0: None
- 1: Paid
- 2: Overdue
- 3: Unpaid
Trigger
Before uploading this file on Opinum Data Hub (either through the Storage or through the FTP) you have to configure a Trigger
Files upload
Files (image, pdf) can be attached to invoices.
Important
Know issue (July 2024): the upload of files linked to invoices is broken, we are working to correct it.
If you want to do this, you need to create a zip file containing:
- The Excel file named exactly
Invoices.xlsx - All the files to attach to the invoices
The excel file should then look like this:
You can notice that it is identical as the other one except for the last column (FileName) that contains the name of the file to attach to the invoice, which file has to be found in the zip file.
The FileName is optional and can be left empty if there is no file, as shown in the last line.
You can download a sample file here.