This is a reference for bulk importing invoice updates into ServiceTrade.
Before you get started on completing this Invoice Update Import Template, you may wish to:
- Familiarize yourself with the concept of invoices in ServiceTrade.
- Review the general information on bulk importing.
How to Download the Invoice Updates Import Template
The image below will show you how to download the Invoice Updates Import Template.
Invoice Updates Import Template Field Definitions
Below is a list of the Field Names and Definitions used in the Location Import Template.
|Field Names||Field Definitions|
|id||The ServiceTrade ID for the Invoice you wish to modify. The Invoice ID can be found in the URL.
The new status for the Invoice. If left blank the status will remain the same.
Format: must be
Is the value you wish to set the invoice number for this Invoice in ServiceTrade. This is how you identify the Invoice internally or in some external system.
Format: Can be a combination of whole integers and letters. If left blank the Invoice Number will be left as is.
Is the Purchase Order number for your customer corresponding to this Invoice.
Format: Can be a combination of whole integers and letters. If left blank the Purchase Order number will remain the same.