Import a billing file

Learn how to easily import your billing files into Fincome. Follow our detailed instructions to ensure the accuracy of your financial data.

Template Google Sheet

Prepare your file

We created a template on Google Sheet to make it easier to validate your file and understand the expected format. You can find it here: https://docs.google.com/spreadsheets/d/13rARpFsiOAVac78C0nmWneUBHuBBub1nSohUxkjAixA/template/preview

Once the template is selected, you can start filling the file with your billing data. The button Check file will allow you to validate the integrity of your file.

On first launch, an authorization will be requested:

Connect your Google Sheet directly to your Fincome account

Excel template

From the file import menu, you will find the template to download and complete. You can also download the sample file to understand the expected format and how to fill it in.

List of constraints

• File in .xlsx format

• One Excel row = one invoice line, so you can have multiple lines with different products or plans associated with the same "invoice_id"

• The "Type" column is essential. It can only contain:

  • subscription : for subscriptions (included in MRR)

    • all dark blue columns are mandatory

    • "period_start" and "period_end" cannot have the same date and period_start must be earlier than period_end

    • the end date of a subscription period must match the start date of the following subscription period

  • one_off : for one-off invoices (outside MRR) → same columns as "subscription", except "period_start" and "period_end"

  • future_sub : for future subscriptions not yet billed → only the columns "type", "customer_id" and those in dark purple are mandatory

• If you want to include credit notes

  • create a dedicated row

  • fill in the columns "invoiced_id" with the id of the invoice it cancels, "amount_excluding_tax_after_discount" as a negative amount, as well as the teal columns

• Gray columns are optional, but can enrich your analyses

• Dates must be formatted in Excel format DD/MM/YYYY

• The options for statuses of invoices are "open" (invoice issued and unpaid), "pending" (payment being processed), "paid" (invoice issued and settled) and "unpaid" (payment default)