Open invoices can be migrated/ imported into Dispatch Science using a CSV template. The file must be populated by the client and sent over to your Implementation Consultant to be uploaded via the internal API.
Template Columns:
AccountID - the DS Account ID (not the Account Number)
Open Balance - Invoice Amount
Date - Invoice Date
Tax Schedule ID
Num - Invoice Number
AccountingItemID - ID of the field created specifically for manual invoices.
The import template is attached to the article below.
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