Importing Invoices in Bulk

The Import Invoices feature enables users to upload multiple invoices by uploading the details of the invoices in bulk. A template is included to facilitate the process and ensure all necessary information is captured. This article explains how to use the Import Invoices feature to import new invoices in bulk into Corpay Complete.

Note: The visibility of fields, tabs, and information in Corpay Complete is determined by a Company’s configuration and the roles assigned to users. As a result, certain pages, information, and features may not be accessible or the information may be available in a view-only format.

1. Click the Invoices module from the left-side navigation pane.

2. On the All Invoices tab, click the Import Invoices  icon.

3. In the Bulk import new invoices dialog, click the invoices_upload_template.xls link to download the invoices_upload_template.

4. Locate and open the downloaded invoices_upload_template.
5. In the invoices_upload_template, key in the information for each new invoice to be imported.

6. Save the completed invoices_upload_template to your device.
7. In the Bulk import new invoices dialog, click the Choose Files button.

8. The invoices from the invoice_upload_template will display in the Bulk Import new invoices dialog.

9. If any of the invoice information was entered incorrectly, update the invoice_upload_template file, and then click the Reset Grid button to upload the file again.

10. If the invoice information is correct, click the Start Loading button.

11. The invoice data will begin uploading.
12. If the invoice data is uploaded successfully, the Uploading column will display a Completed  icon and the Response Msg column will indicate that the invoice(s) were created with no errors. Click the Close button to return to the All Invoices tab to view the new invoices.

13. If there are errors in the new information, the Uploading column will display an Error  icon and the Response Msg column will indicate the problem with the invoice data.

14. Double-click the cell containing an error to enable editing and correct the issue with the invoice data. Repeat this procedure for each cell that requires updating, then click the Resume Loading button.

15. The invoice data will be uploaded again. Once the invoice data is successfully uploaded, the Uploading column will display a Completed  icon and the Response Msg column will indicate that the invoice was created with no errors. Click the Close button to return to the All Invoices tab to view the new invoices.