Key Points to take care for Bulk Upload of Documents

Bulk Upload
1

Key Points to take care for Bulk Upload of Documents:

  1. Serial Number is mandatory, and each invoice must have at least one item entry.

  2. For invoices with multiple items, add a separate row for each item.

    • All other details like Invoice Serial Number, Totals, Buyer Details, etc., should remain the same across rows for the same invoice.

  3. Row Type should be:

    a) 'item' for products or services
    b) 'charge' for extras or addition/deduction charges

    • If it is an addition charge - the unit price and price with tax columns values must be in positive
    • If it is a deduction charge-the unit price and price with tax columns values must be in negative

  4. Date fields must be in YYYY-MM-DD format (e.g., 2025-01-26), or leave them empty.

  5. Amount fields should contain only numeric values (no currency symbols).

  6. RCM (Reverse Charge Mechanism) column accepts only 'TRUE' or 'FALSE'.

  7. Item Type must be either 'Product' or 'Service'.

  8. To use default notes or terms from your Swipe account:

    • Enter 'DEFAULT NOTES' for notes
    • Enter 'DEFAULT TERMS' for terms

  9. If the address belongs to a country other than India, enter State as 'Other Territory'.

  10. All monetary values should be entered in Indian currency (INR).