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Generate Invoices from Spreadsheet

How to Create Invoices from a Spreadsheet

You can easily generate professional, customized invoices in bulk directly from a spreadsheet. This feature streamlines the invoicing process by transforming your transaction data into polished PDF invoices.

Step-by-Step Instructions

  1. Upload Your Spreadsheet: Begin by uploading a spreadsheet containing all the necessary invoice information, such as invoice numbers, dates, client details, and product or service descriptions.
  2. Match Data Fields: The AI engine will automatically perform an initial mapping of your spreadsheet columns to the corresponding invoice fields. These fields include:
    • Customer Name
    • Customer Email
    • Customer Address
    • Invoice Number
    • Invoice Date
    • Due Date
    • Item Description
    • Quantity
    • Unit Price
    • Tax Rate
    • Total Amount
    • Payment Terms
    • Notes

      • You can review the AI's mapping and easily change it if necessary to ensure accuracy.

  3. Enter Your Company Details: Once you are satisfied with the data mapping, proceed to the next step. Here, you will enter your company's information, which will be displayed on the invoices. You can also upload your company logo to be included on the documents.
  4. Select an Invoice Template: Choose from a selection of professional invoice templates to customize the look and feel of your documents. Options include Professional, Simple, and Detailed designs. You will see a live preview of the invoice as you make selections and edits.
  5. Generate Invoices: After all the details are finalized, click Generate Invoices. The system will create each individual invoice as a separate PDF and package them into a single Zip file for easy download.

If you run into any issues, you can contact us at support@wesley-ai.co or chat with us using the support chat.