online-help.platform.features.premier_subscription.recurrent_invoices.import.pagetitle

Overview

Easily Manage Recurrent Invoices with MobiWork's Excel Import & Export Tools. Say goodbye to manual entry; this powerful feature saves time, minimizes errors, and keeps your recurring billing accurate and on schedule.

Whether you are uploading bulk invoice data via Excel or exporting existing records for external use, MobiWork makes it simple and efficient. With intuitive drag-and-drop functionality, clear import guidance, and flexible export options, managing recurrent invoices has never been easier.

Table of Contents

How to Access the Page

To import 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 either the "Import Line Items From Excel" option or the "Import From Excel V2" option:

To import your recurrent invoices to QuickBooks you will need to access the QuickBooks desktop app on your computer or install the QuickBooks Online connector. For more information on how to connect QuickBooks to MobiWork, please see the Connect With An Existing Software Solution page.

Import From Excel

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.

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

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

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

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

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Export to Excel

To export this file, you will first need to be on the Recurrent Invoice feature page. Once you are on this page:

Select the recurrent invoice(s) that you would like to export to Excel:

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.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!