Create Bulk Invoices

This service enables you to generate invoices for multiple recipients at once using the provided Excel template.

Upload Invoices

1. In this menu, your Merchant Name will be shown automatically. It is mandatory to create the bulk invoice document by following the provided template format (.xlsx file). Download the template by clicking the 'Download Template' button.

   

This is the preview of Bulk Template Format provided.

At the very top of the table is an example data of the format. Follow the example to enter the required customer data details into the designated fields. Once completed, save the document (.xlsx file).

1. Once the bulk invoice document is ready, you can proceed to upload the document into the 'Upload Invoices' menu.

   

2. A thumbnail preview will appear if the uploaded file format is valid (.xlsx). Proceed to submit the document by clicking the 'Upload Invoices' button.

   

3. If the upload process succeed, A success notification pop-up will display. Click the 'Ok' button to finish and you will be automatically redirected to the 'Summary' tab.

   

Summary

1. Next step, your newly uploaded bulk document will appear at the top of the summary list. To view the bulk invoice details, click the 'See Detail' button.

   

2. You will be navigated to the bottom of the page. There will be a data table that shows the successfully imported data with all the recipient details.

   

3. If you click the 'Check Status' button on any recipient detail, a pop-up will display showing the current payment status (paid or unpaid) of the selected recipient.

   

4. Below the data table of successfully imported data, there's also a data table that shows the failed imported data with all the error info details and stage.

   

This is the preview of the Invoice Link received on email by the customer.