Import Customer Documents e.g. Orders, Proformas and Quotes. Invoices need to be imported as one of the above documents and then be processed.

This switch enables you to import all Customer Documents except Sales Invoices.

The import files need to be in CSV or ASCII Fixed Width Text format. The method of importing the Documents is the same regardless of the type of document.

A Customer Document import file may contain multiple documents. If you wish to import Sales Invoices then you will need to import them as Proforma Invoices or Sales Orders and then convert them to Sales Invoices.

Need help?

Omni Accounts prides itself on offering leading edge accounting software that is both intuitive and easy to use, requiring minimal support. However, we also realise that no matter how intuitive Omni might be there will always be a need for comprehensive and professional support.