Q1. Can I import multiple invoices in Jaz?
Yes, you can import invoices in two ways:
Line Items: Rows with the same invoice reference are grouped into one invoice.
Summary Totals: Each row is treated as a separate invoice.
Q2. Can I update existing invoices using import?
No, you can only create new invoices using the import function.
Q3. What file formats are supported for importing invoices?
Only a .xlsx file using our template will be supported for importing invoices.
Q4. Will importing invoices automatically create active invoices?
Yes. After finishing the import process, all the created invoices will be converted to active.
Q5. Will importing invoices affect any existing invoices in Jaz?
No, existing invoices in Jaz will not be affected.
Q6. How many invoices can I bulk import at one time?
Each import supports up to 1,000 rows.
Q7. Can I review the invoices before importing them?
Yes. After importing the bulk invoice template, you will be shown a list of imported invoice records picked up by Jaz from the template.
Q8. What should I do if there are errors or duplicates in the imported invoices? How can I fix them?
Use the Review sheet in the template to view possible errors.
In Jaz, a review step highlights issues in the file for validation and correction.
For example, if the error reads "Item/Description is required to import the invoice" for Row 6, then check if the Item/Description field has been filled in.
After fixing all the errors presented by Jaz, save your template and reimport the template to restart the bulk import process.
Q9. Can I update an invoice created from the import flow?
Yes. After the invoice is created from the import flow, you can find it under the Invoices > Active tab.
Q10. Can I create an invoice payment while importing invoices?
Yes, you can import a paid invoice by creating a payment for the invoice in the import template.
Q11. Can I add multiple items in a single invoice using import?
No, you can only add a single line item while importing invoices. If you wish to add multiple items to an invoice, please use the normal invoice creation flow.