How to Import Supplier Invoices


Upload supplier invoices to add items to and fully receipt purchase orders. These items then appear as billable items against the relevant unlocked jobs.

You can create and format these lists in CSV, TXT or ZIP files using a generic format or you can obtain files from your suppliers that have been specifically formatted for Simpro Premium if your business is in Australia or New Zealand.

All supplier credits imported with invoices are imported as quantity-based credits.

Learn more in How to Receipt a Purchase Order.

US only: If you use Simpro Premium in the United States, the term 'vendor' is used instead of 'supplier'.

Suppliers must be created in Simpro Premium prior to importing. You may wish to test the import process with one or two supplier invoices before importing an entire list.

If an item is on back order, the import does not add the item or increase the quantity on the order. If the item is already received, then the import is treated as an additional purchase and is added to the order.

If the supplier invoice list contains items against a job that is locked in Simpro Premium, the items appear as non-billable against the job. It is recommended you manually review relevant jobs with pre-defined billable items after importing supplier invoices to ensure quantities and costs are consistent.