If your team does not have an EDI or API Integration setup with RevCascade and do not wish to process Orders manually, you may import Invoice Information via an Excel File.
Step 1. Click the More button towards the right-hand corner of the screen next to the search bar via the Orders Dashboard Screen
Step 2. Select Import Invoices
Step 3. If you do not have the Import File Template on-hand, you may download the template via the Pop-Up screen for Importing Invoices. Click the blue text “import template” where the template file will automatically download for your reference and use.
Step 4. After you have put together your template file and saved as the correct template format (CSV Format required), you can drag or select the desired template - Click the Schedule Import button once you are ready.
***You can view the file import status within the same Pop-UP screen by clicking on Check Import Status***
If you have any questions, we're here to help. Please contact RevCascade Support by emailing firstname.lastname@example.org.