how to convert .csv file to sales invoice using the sage accounting generator 2023

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When I log into sage and click the green "Create" button, and select "sales invoice", I can attach a csv file, but no matter what it will not accept it, saying "File not supported. Try another doc, sheet or image format". Upon further examination, the file explore browser window that opens up when you try to manually upload a file lists supported file types such as xls, pdf, doc, docx, but not csv.

Is csv still supported? And if so, how do i propelry arrange the items in the spreadsheet for the csv of it to work properly with the sales invoice creator?

Thak you all, I'm a bit new to all of this.

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  • 0 in reply to JSelemani

    I see, so just dragging files into the window is for attachments not importing. I want to get the actual invoicing data ripped from the contents of the csv file, into an auto-gennerated sage invoice. How can I do that? Is there a specific formatting the Excel file needs to be arranged in?