If you use a third party to create your invoices or are switching from a third party to solely using the inDinero invoice feature, your service team can still account for those once imported into your inDinero account.
For example, Jane Smith from Lyons Den wants to consolidate their invoices from the third party program to solely the inDinero platform.
1. From the Invoice List, click Import in the right hand corner.
2. Download the .csv format template by selecting Download Template or select the Sample File to follow along with a pre-filled out template.
3. Once your information is formatted correctly, select Upload Files from the window to import the invoices.
Now, Jane's imported invoices are listed under the Invoice List for their service team to review and reconcile.
Note: If you use Stitch Labs, please see the section on the Stitch Labs/inDinero integration for a more efficient invoice import option.