How to import an invoice on Hsabati

To import an invoice into your Hsabati account, please follow these steps:

1. Click on Dashboard.
2. Click on the + button (at the top left).
3. Click on Import Documents.

1. Click on the Choose a Module button. In the dropdown menu, select Invoices.

1. Click on You can import a CSV file to import your invoice. It must be in CSV format.
2. A new window will appear. Match each detail of your invoice to a Hsabati field as shown in the video.
3. If an error message appears, check and uncheck a box.
4. Click Next to continue.
5. Click Import. When asked “Are you sure you want to import this data?” click Yes.
6. If you have correctly filled in the details of your invoice and matched them to their respective fields, the message Import Successful will appear at the top of the screen. Click Close.
7. To view your imported invoice, click on the Sales module. Then click on Number. A window will appear where you can see all the details related to your invoice.