Import invoices from other applications using Excel

In this advanced-use video for Ubyquo Central eFactura, we show you how to import invoices or delivery notes generated with third-party applications (industry-specific software or international solutions) that do not yet comply with Verifactu or Crea y Crece.

You load an Excel file with customers, items and documents; Central eFactura imports them and, when you invoice from Ubyquo, they comply with current regulations.

What you will see:

• Importing from Excel (headers, lines and items)
• Cases with several invoices or one invoice with hundreds of lines
• Importing as a delivery note or as an invoice
• Legal rules: sequential numbering and dates (no gaps)
• Editing delivery notes (prices, discounts, lines) and converting them into invoices
• Verifactu and Crea y Crece compliance when issuing from Ubyquo

Ideal if you work with industry-specific or international software and need to invoice in Spain with Central eFactura.

Index

0:00 Introduction

0:20 Why import third-party invoices

1:10 Excel structure (headers, lines, items)

2:20 Example: one invoice with hundreds of lines

3:00 Importing as a delivery note vs an invoice

3:40 Sequential numbering and dates

4:20 Editing the delivery note and compliant invoicing

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