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When you have many invoices to enter, you can import them in bulk from a single Excel (.xlsx) workbook instead of typing each one in the editor. Fatorly parses the file, checks every invoice against the UAE PINT (PINT AE) rules, and lets you correct anything on a review screen before saving. Imported invoices are created as drafts — nothing is submitted to Peppol automatically.
Import creates outbound sales invoices as drafts. You review and submit them afterwards exactly like any other draft, from the invoice view.
The Import Invoices from Excel screen with the upload area and a list of recent imports

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Open the import screen

Go to Sales → Invoices and choose Import from Excel, or open the command palette (⌘K / Ctrl K) and search for Import. You land on Import Invoices from Excel.

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Download the template

Start from the supplied template so your columns match what Fatorly expects:
  • Download template — a blank workbook with the recognised column headers and dropdowns for tax category and unit of measure.
  • Download from existing — the same layout, pre-filled from your current invoices, so you can copy an existing invoice as a starting point.

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Fill in the workbook

The template has a single sheet named Invoices with one row per line item. Rows that share the same InvoiceNumber are grouped into one invoice with several lines, so repeat the header values (dates, buyer, …) on each of an invoice’s rows.
Column order doesn’t matter — Fatorly matches columns by their header name, and unknown columns are ignored. Leave a cell blank to accept its default.

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Columns

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Upload and review

Drag the filled .xlsx onto the upload area (or click to browse). Fatorly scans and parses the file in the background and then shows the review screen. Each parsed invoice appears in a list with a status badge:
  • Valid — passes all checks and is ready to commit.
  • N issue(s) — has PINT AE problems to fix first.
The import review screen — parsed invoices on the left, the correction editor on the right
Select an invoice to see its issues and edit its fields — invoice number, dates, the buyer party, and the line items (item, quantity, price, tax category and rate). Choose Save & re-validate to re-check that invoice. The header shows a running count of valid / with issues / total.
You don’t have to fix everything in Excel and re-upload. Most corrections — buyer details, dates, tax — can be made directly on the review screen.

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How the buyer is matched

Fatorly links each invoice’s buyer to one of your saved customers so it can reuse the customer’s Peppol participant ID and details:
  1. First by BuyerTrn — an exact match on a customer’s TRN.
  2. Then by BuyerName — an exact (case-insensitive) match on a customer’s name.
If neither matches, fill the buyer’s BuyerElectronicAddress (Peppol participant ID) on the row or on the review screen.

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Tax and VAT groups

Leave TaxRate blank to let the category set it: the standard category S defaults to 5%, and every other category (Z, E, O, AE, L) defaults to 0%. Each line’s VAT group is set from its TaxCategoryCode, so a committed import shows its VAT exactly like an invoice you create by hand.

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Duplicate invoice numbers

If an invoice’s number already belongs to an existing invoice, that row is flagged An invoice with this number already exists and cannot be committed — even with Commit anyway. Give it a new number to import it.
A staged invoice flagged because its number already belongs to an existing invoice

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Commit

When you’re happy with the batch:
  • Commit valid (N) — creates drafts from the valid invoices only.
  • Commit anyway (with issues) — also commits the invoices that still have issues. This is safe: drafts that aren’t valid simply can’t be submitted yet. Duplicate-number rows are still refused.
Committed invoices become drafts in Sales → Invoices. A partial commit leaves the batch open so you can keep fixing the rest.

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Recent imports

The upload screen lists your recent imports — file name, when it ran, the valid/total counts, and its status (Parsing, Ready, Committed, or Discarded). Choose Resume to reopen a batch you left earlier, so closing the page never loses an upload you haven’t committed yet.

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What’s accepted

Only .xlsx workbooks are accepted — macro-enabled files (.xlsm, .xlsb) are rejected, and the file is virus-scanned on upload. Cell formulas are not evaluated; their last saved value is used (and flagged). The sheet is limited to a generous row count, well beyond a normal batch.