Import creating blank invoices

Hello, I am importing invoices into Sage from a report, using the import/export function. This is a monthly activity and nothing has changed since the last time I did it.

The invoices are all showing in Sage after the import with the correct totals, but all the details are gone. The invoices are completely blank except for the total.

This makes it impossible to run a credit memo or make adjustments later. Any ideas?

  • 0

    Without seeing your import data, my guess would be that you are having a problem with two columns in your import file - Number of Distributions and Invoice/CM Distribution. Make sure that the total number of lines, including Sales Tax Lines, are accounted for in the Number of Distributions column, with the total number repeated on each line. Also, make sure that the numbers in the Invoice/CM Distribution column are sequential, and they increment to match the total Number of Distributions. To know positively what is causing your issues, we would have to see your import file. We offer support assistance for this and other Sage 50 issues. Please reach out to us if interested in investigating further.

    Tammi M. Ermerins ([email protected])

    Certified Sage 50/Peachtree Accounting & Crystal Reports Consultant & Trainer

    800-780-0700 / 954-961-0600, Visit Us on the Web at https://pcosupport.com

  • 0 in reply to termerins

    Thank you! I figured it out - I had an extra column click 'on' in the import template, for Sales Tax Agency ID. That caused all my totals to be taken as tax instead of invoice amounts. When I deleted the extra input, it worked!