Overview

This section will highlight how to export or import you recurrent invoices.

How to Access the Page

To import or export your recurrent invoices into MobiWork, you will first need to be on the Recurrent Invoices List section. Once there, click on the More Actions button and from the drop-down select the desired option:

Import Recurrent Invoices

You can import multiple recurrent invoices from your Excel document. Please note that to import the recurrent invoices correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

Please note that:

  • Headers marked with an asterisk (*) are required.

  • Headers marked with two asterisks (**) are conditional and are required if specific criteria are met.

Once you have entered the recurrent invoices in the Excel document correctly, you can upload that document to MobiWork:

First, access the Recurrent Invoice feature page.

  1. When you are on the Recurrent Invoice feature page, select the More Actions button and from the drop-down click on either the "Import Line Items From Excel" option or the "Import From Excel V2" option:

  2. Upload your Excel file to the drag & drop feature and then click on the Import button:

  3. You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:

  4. Once you are redirected to the Import Invoices Results page, click the Done button:

  5. The newly uploaded Excel recurrent invoices will then be displayed in the Recurrent Invoice feature page.

Export Recurrent Invoices

You can update multiple recurrent invoices by first exporting them to an Excel file. After making your changes, simply re-import the updated Excel document back into MobiWork to apply the updates.

  • Please note that if you would like to export all your recurrent invoices into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the Recurrent Invoice feature page columns. Likewise, if you do not select any entries ALL records will be exported.

  • Click on the More Actions button and from the drop-down menu select the "Export to Excel" option or the "Export to Excel V2" option:

  • The Excel file will automatically download, and you will be able to locate it in your computer's Download folder. The "Export to Excel V2" option will contain additional data, including the invoice ID, invoice Terms and Conditions, branch information, and more.