> ## Documentation Index > Fetch the complete documentation index at: https://docs.fatorly.com/llms.txt > Use this file to discover all available pages before exploring further. # Import Invoices from Excel > Create many sales invoices at once from a single Excel workbook, fix any issues on a review screen, then commit them as drafts. 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](/en/invoicing/create-invoice). 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](/en/invoicing/view-invoice). The Import Invoices from Excel screen with the upload area and a list of recent imports ## 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**. ## 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. ## 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. ### Columns | Column | Meaning | | --------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | | `InvoiceNumber` | Groups the rows of one invoice. **Must be unique** — see [Duplicate numbers](#duplicate-invoice-numbers). | | `IssueDate`, `DueDate` | Document dates (`YYYY-MM-DD`). | | `BuyerName` | The customer. Matched to an existing [customer](/en/master-data/customers) — see [Matching the buyer](#how-the-buyer-is-matched). | | `BuyerTrn` | Buyer tax registration number (preferred way to match the customer). | | `BuyerCountry`, `BuyerCity`, `BuyerAddress` | Buyer address (country defaults to `AE`). | | `BuyerElectronicAddress` | Buyer Peppol participant ID, if the buyer isn't a saved customer. | | `BuyerReference` | Buyer's own reference. | | `SupplierName`, `SupplierCountry` | Optional — your own details are filled from your [Company Profile](/en/settings/company-profile) on commit. | | `PaymentMode`, `PaymentTerms`, `PaymentBankAccount` | Payment details. | | `Note` | Customer notes / remarks. | | `ItemName`, `ItemDescription` | The line item. | | `Quantity`, `UnitOfMeasure`, `UnitPrice` | Line quantity, unit (defaults to `EA`), and price. | | `TaxCategoryCode` | `S`, `Z`, `E`, `O`, `AE`, or `L` (defaults to `S`). | | `TaxRate` | VAT percentage. Leave blank to default from the category — see [Tax](#tax-and-vat-groups). | | `TaxExemptionReason` | Required when the category is exempt. | | `SellersItemId`, `BuyersItemId`, `StandardItemId` | Optional item identifiers. | ## 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. ### How the buyer is matched Fatorly links each invoice's buyer to one of your saved [customers](/en/master-data/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. ### 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. ### 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 ## 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. ## 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. ## 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. ## Related * [Create or Edit an Invoice](/en/invoicing/create-invoice) — the manual editor. * [Invoice Field Reference](/en/invoicing/invoice-field-reference) — every field and its rules. * [Customers](/en/master-data/customers) — the buyers an import links to. * [Items](/en/master-data/items) — item defaults you can mirror in the template. * [Sales Invoices](/en/sales/sales-invoices) — where committed drafts appear. * [View an Invoice](/en/invoicing/view-invoice) — review and submit a draft.