Bulk Invoice Generation
Process of Downloading the Template File and Uploading Data
This option allows you to create invoices via Billingo using an XLSX file. It is useful if you use an offline program but want to automate your billing, or if you regularly issue very similar invoices to the same clients.
The Bulk Invoice Generation feature is available in All plans (Disclaimer: in the free plan 50 documents are available, for more documents a subscription is required).
IMPORTANT: A maximum of 2000 invoices can be created in a single upload.
Step-by-Step Guide:
Download the template
Fill in the columns: Fill in the columns based on the headers. If you don't have data for a specific cell (e.g., email), leave it blank.
Currency and Language: For currency (e.g., AED) and language (ar), the system is case-insensitive.
Mandatory Data Fields for Bulk Upload:
Field | Mandatory | Remark |
Serial Number | Yes | Sequential number for invoices (1, 2, 3, etc.) |
Name | Yes | Partner name (e.g., Apple Tree Design Ltd.) |
Country | Yes | e.g., UAE |
Emirate | Yes | e.g., Dubai |
Address | Yes | e.g., Internet city |
Fulfillment Date | Yes | YYYY-MM-DD (e.g., 2021-03-04) |
Payment Method | Yes | e.g., Cash, Wire Transfer, Bank Card, PayPal, etc. |
Currency | Yes | AED, USD |
Language | Yes | en, de,ar etc. |
Item Name | Yes | Name of product/service (e.g., Eraser). DO NOT use special characters. |
Quantity | Yes | e.g., 1 |
Unit of Measure | Yes | e.g., pc |
Net Unit Price | Yes | e.g., 300, 15000 |
VAT | Yes | e.g., 5% |
Invoice Generation
Navigate to Billing / Invoices and Documents / Bulk Invoice Generation.
Click the "Generate New Invoices" button.
Upload your XLSX file using the Browse button.
Select the Document Block where the invoices should be created.
Finalize or Draft: You can choose to finalize the invoices immediately (modifications only via cancellation/storno) or leave the checkbox empty to save them as Drafts.
Click "Upload" to start the process.
Notifications
Notifications (emails) are NOT sent automatically.
Once invoices are finalized, click the envelope icon to send them.
The system can only send emails if the email address was provided in the uploaded file.