What should I be aware of before and after importing invoices in Zoho Subscriptions?

Before importing invoices:

  • If the importing invoice file has a new customer then a new customer will be created with the same name in Zoho Subscriptions.
  • If the Item code field is used then it should contain either the Plan Code or Add-on Code.

After importing invoices:

  • If you’ve imported invoices with Auto generate invoice number turned off then head to the Invoice Preferences section and change the Next Invoice Number to a number higher than all the imported invoices.
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