Bring invoices you already have into Happy Pet from a spreadsheet, instead of raising each one by hand. This is for setting up, or moving over from another system.

Nothing is saved until you have seen it. The file is checked first, and every invoice is shown to you before anything goes in.

Import your invoices

  1. Go to Invoices.
  2. Press the three dots button at the top right, then Import Invoices.
  3. Under Get the template, press Download template.
  4. Fill it in and upload it.
  5. Read what the check found, look through the invoices, then press the import button.

The template has two sheets

This is the part worth slowing down for. Invoice headings go on one sheet and the lines that make up each invoice go on the other, and the two are tied together by the invoice number.

So an invoice for three items is one row on the headings sheet and three rows on the items sheet, all carrying the same invoice number. Get that number wrong on an item row and the item has no invoice to belong to.

What the check tells you

The check never saves anything. You will see counts for Invoice items, Total value, Need fixing and Worth a look.

These must be fixed lists the rows that stop the import. Correct them in your own file and upload it again, which the screen offers as Fixed it? Upload it straight back.

What will be imported is everything that is ready to go.

Look through before you import

The preview lists every invoice the file would create, with its customer and value. Tap any invoice to see its items.

Use Need attention to show only the ones with something flagged, and All invoices to go back to the full list.

Take a minute here. It is the last point where a wrong price or a wrong customer costs nothing to fix.

Bringing them in

The button names what it is about to do, for example Import these 24 invoices, or Import this invoice for a single one.

If there are warnings but nothing blocking, it reads Import anyway. Warnings are things worth a look that will not stop the import.

When it is finished

You will see Import completed successfully, or Import completed with warnings, with counts of the Invoices imported, the Invoice items and the Value imported.

The same screen keeps a list of every import that has been run, so you can check whether a batch already went in before you do it twice.