Coming from Invoice Simple?
Drop the file from Invoice Simple's "Export Invoice Summary" below. You'll see what's in it before anything is saved: no columns to match up.
How to get your file from Invoice Simple
- Open Invoice Simple and go to Settings.
- Under the Invoice heading, tap Export Invoice Summary.
- Pick a date range that covers all your invoices (start it before your very first invoice).
- For the file format, choose CSV. (XLSX works too. Don't pick PDF.)
- Tap Export. The file saves to your phone or computer.
- Come back here and drop that file in the box above, or tap Choose your file and pick it.
On a phone, the saved file is usually in your Files or Downloads. Steps from Invoice Simple's help page. What comes over: clients, invoice numbers, dates, tax, totals, payments, and PO #. Invoice Simple's export doesn't include line items, so each old invoice gets one summary line.
Already have a PunchDocs account? Log in first, or just drop your file above and create a free account after you see what's in it.