2. How to create invoices

2. How to create invoices

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Note: You can access RevUp here: https://app.revup.finance/
 
  1. First, prepare your .CSV file for bulk invoice creation.
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      Note:
      • The supported File Format is CSV. We’ll be adding more supported file types in the future.
      • If this is your first time seeing a CSV, you can open this using Microsoft Excel or Google Sheets.
    1. Download the .CSV template below.
        2. bulk_upload.csv
    2. Fields for the .CSV file.
        3. Field Name
        Required?
        Description
        Example
        Invoice number
        Yes
        The invoice number is a unique identifier that is assigned by the Merchant. It can be alphanumeric.
        INV-3830
        Invoice Date
        Yes
        The invoice date is the date when the invoice was issued.
        09/01/2023
        Invoice Due Date
        Yes
        The due date is the latest date for when your customer must pay the invoice.
        09/30/2023
        Customer - First Name
        Yes
        The first name of the customer the invoice is billed to.
        Cathy
        Customer - Last Name
        Yes
        The last name of the customer the invoice is billed to.
        Sy
        Customer - Company name
        No
        The company name of the customer the invoice is billed to.
        Cathy’s Cupcakes
        Customer - Email address
        No
        The email address that the invoice will be sent to.If you want the system to automatically email the invoice to your customer, the customer's email should be provided.
        janninesy@email.com
        Customer - Mobile number
        No
        The customer's mobile number.
        09175556789
        Customer - Billing Address - Street address
        No
        The customer or company's street address.
        77 San Rafael St
        Customer - Billing Address - Province
        No
        The customer or company's province.
        NCR
        Customer - Billing Address - City
        No
        The customer or company's city.
        Pasig City
        Customer - Billing Address - Barangay
        No
        The customer or company's barangay.
        Kapitolyo
        Customer - TIN
        No
        The customer or company's tax identification number.
        123-456-789-000
        Item Code
        Yes
        A unique item code or SKU for a product or service.
        CB - 007
        Item Description
        Yes
        A description for the product or service.
        Burundi Musenyi Beans 250g
        Quantity
        Yes
        The number of products or services being purchased.
        5
        Price per unit
        Yes
        The cost of a singular unit of a product or service.
        600
        Memo
        No
        A short message can be placed here for your customer to read.
        Thank you for ordering with us! Please email me at louie@coffee.supplies for any questions.
  1. Go to the Invoices page.
  1. Press the “Bulk Upload Invoice” button on the upper right.
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  1. You can use Browse File or drag and drop the .CSV file in the screen below.
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  1. Assuming you have uploaded the file with correct format, here’s how it will look like.
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      Note:
      • If there are errors in the field, you’ll have to correct the mistakes in the .CSV file and then re-upload.
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  1. If you’re ready to send the invoices, press “Create and Send Invoices”.
  1. Your customers will receive their invoices in their email soon after.
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