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📖 Fundamentals

  • Clerk Invoices App: General
    • Managing Invoices
    • Invoice Elements
    • Invoice Statuses
    • Setting Invoice Currency
    • Time and Materials Pricing Model
    • Fixed Price Model
    • Invoice Layouts
    • Invoice Mock-up Editor
    • Invoice Localization
    • Importing Fixed Price Items from CSV/Excel
    • Retainers and Upfront Payments
    • Classic Retainers
    • Recurring Retainers
    • Mixing Pricing Models in One Invoice
    • Applying Taxes and Discounts
    • Setting Company Name, Address and Legal Info
    • Invoicing from Multiple Companies
    • Recurring Invoices
    • Custom Invoice Numbering
    • Sharing Invoices with Clients
    • Sending Invoices by Email
    • Exporting Invoices to PDF
    • Exporting Invoices to CSV/Excel
    • Printing Invoices
    • General Settings
    • Billable Time Setting
    • Jira Permissions to Access Invoices
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  1. Help Center
  2. Fundamentals
  3. Clerk Invoices App: General

Importing Fixed Price Items from CSV/Excel

How to Import Invoice or Quote Items from CSV/Excel in Clerk

🍿 Related Video Tutorials

You can import multiple fixed-price items to an invoice or invoice template from CSV/Excel or any other spreadsheet app. To do this, just copy-paste required lines from a spreadsheet application into an empty fixed price item in the invoice editor. The last column will be used as the amount.

Amount column should not contain any formatting, like spaces or commas as the thousands separator. And amount should have a dot as a separator for the fractional part.

Note

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Invoice Localization
Retainers and Upfront Payments
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