Invoices can be imported into Zoey manually in the Admin UI, or automatically through Data Mappers!

This is an alternative workflow to invoicing your Orders. With the Invoice Import you can specify the items, quantities, and prices through the CSV file.

Invoice Import Template

View the Template and Example with Data Here

Download the Template as CSV Here!

How to Import your Invoices

Invoices can be imported through the Import button located to the right of the search bar on your Orders > Invoices grid.

A maximum of 500 rows can be imported per file.
Orders and Order Items must already exist in Zoey.
Products must already exist in Zoey.
Gift Card Products are not currently supported.
Emails will not be sent for Imported Invoices.

Bundled Products on the Invoice Import

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Bundled products can be invoiced through import!
How to list the bundled product SKU on the Invoice Import depends on what type of bundle it is.

Fixed Price Bundles

To invoice a bundle configured with a Fixed Price, import the bundled product SKU. This invoices the entire bundle at once.

Custom Price Bundles

For a Custom Price bundle you can import each bundled item SKU on separate lines. Each part of a custom price bundle is charged to the customer individually since they have their own custom prices.

Custom price bundle items can be invoiced together or separately.
Do not include the bundled product SKU and its individual item SKUs on the same invoice.

Import Invoices through Data Mapper

Using Zoey Data Mappers will let you automatically import invoices in the following formats.

EDI 810 Invoice Format
Standard Zoey Invoice Import

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There are other ways your Orders can be automatically invoiced in full such as the Shipment Import, Invoicing Automation, and the Zoey API.