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Transaction Manager: Importing an Invoice after it's already Imported
Transaction Manager: Importing an Invoice after it's already Imported

Need to import an invoice again after it has already been imported and closed out in your business system? Read on!

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Written by Support
Updated over a week ago

Product: Transaction Manager

It is possible to import an invoice or a batch of invoices if they have already been imported and even closed out in your business system.

  1. When you click Import, search for the Invoice number (found in your business system).

  2. Set the Transaction Status to All Txns.

  3. Depending on your business system, you may need to add an additional setting to indicate that the invoice was already closed in your business system (i.e., in Sage you'd indicate the invoice was "posted").

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rev: 01/22/24

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