Britixo CRMBritixo CRM Enterprise Help Centre
How-to guide

Import and organise invoice items

Bulk-load items, group them logically and keep standard rates current.

Audience: AdministratorFeature: InvoicePermission-aware
Feature pathSales → Items → Import / Groups
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this feature does

Bulk-load items, group them logically and keep standard rates current. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

  1. Open Sales → Items → Import / Groups and download or review the expected import format.
  2. Create a small clean test file using the required column names and date/number formats.
  3. Remove formulas, duplicate rows and unsupported formatting; save in the supported CSV format.
  4. Upload the file and map or confirm columns where prompted.
  5. Review validation results before committing the import.
  6. Import the test rows and inspect the resulting records for ownership, status, currency and custom-field accuracy.
  7. Proceed with the full file only after the test is correct, then retain the import result for audit.

Important fields and decisions

Customer and billing addressConfirm this information is accurate and appropriate for the record.
Invoice number and datesConfirm this information is accurate and appropriate for the record.
Currency and payment termsConfirm this information is accurate and appropriate for the record.
Line items, quantity and rateConfirm this information is accurate and appropriate for the record.
Taxes, discount and adjustmentConfirm this information is accurate and appropriate for the record.
Client note and termsConfirm this information is accurate and appropriate for the record.

Checks before completion

  • Confirm the customer and currency before adding items.
  • Review totals and tax treatment before sending.
  • Do not edit a paid invoice without following the organisation’s accounting procedure.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentexpensechecktaxcurrencyapprovalsales accountingserviceclient portalnotificationscustomers
Import expenses →Create a recurring expense →Create products and services →Convert a billable expense to an invoice →Attach a receipt to an expense →