Imports
Billing import
Import billing charges, resolve missing customers/items, and create draft invoices.
Upload / Load Sample
Mock CSV/XLSX area for the presentation flow. Use the sample button to populate rows.
Drag CSV/XLSX here
Expected fields include customerCode, itemCode, quantity, unitPrice, subtotal, vatRate, billingDate, dueDate.
Column Mapping
Map source columns to import target fields, transformations, and defaults.
| Source column | Target field | Required | Transformation | Default value |
|---|
Missing Record Policies
Choose how billing rows handle missing customers and missing item or plan codes.
Import Summary
Azure hosting overages - March
Status
Completed
BIMP-202604-001
Rows
1
1 valid, 0 warnings
Errors
0
0 blocking
Total
€1,094.80
€174.80 VAT
Approval
This batch can be processed without approval once validation passes.
Financial Preview
No approval trigger detected.
Customers to create
0
Billing profiles
0
Agreements
0
Agreement lines
0
Draft invoices
1
Tasks
0
Subtotal
€920.00
VAT
€174.80
Total
€1,094.80
Cost
€148.00
Margin
€772.00 (83.9%)
Skipped amount
€0.00
Created Records
Links to records created by processing this import batch.