A.06 Importing invoices require a few more steps
and restrictions compared to other imported data. This is
because invoice transactions have several complexities that must be
considered before importing directly into ManageMore. These
A. Are the invoices being imported considered past sales
that are "paid in full?" This type of paid invoice is
relatively simple to import as the transaction is mostly used for
historical sales data only.
B. Are the invoices being imported considered A/R transactions
which contain balances? This type of invoice requires that
a specific customer account be associated so that ManageMore can
properly adjust balances and aging information to the correct
customer. Customer accounts must already be present in order
for this type of transaction to import correctly.
C. Do the invoices being imported contain one service/product
item reference or will there be multiple item codes that make-up the
composition of the sales invoice? ManageMore can support
the importing of either a 1:1 Invoice to Item transaction or more
complex 1:Many parent-child relations.
Due to the different complexities involved with this import
process, ManageMore uses a special layout we call the ManageMore
Interchange Format (MIF). For a detailed explanation on how to
import transactions, please click here.