Ravelstone
Invoicing overview

Import your customer invoices

Import your invoices

To bring invoices across from another system, work through the three steps below.

Step 1. Download our invoice template file

Start by downloading the invoice CSV (comma separated values) template. It already carries the exact column headings Ravelstone reads when your invoice data is imported.

Download template file

Step 2. Copy your invoices into the template

Export the invoices from your old system as a comma separated list. Using a spreadsheet editor, copy and paste those rows into the Ravelstone template. Check that each column of invoice data lines up with the heading provided in the template.

IMPORTANT: do not rename or reorder the column headings in the template. They must stay exactly as supplied for the import in step 3 to succeed.

Dates are read in English (United Kingdom) format — for example, 04/11/2026 or 4 Nov 2026.

Step 3. Import the completed template file

Select the file to import

harlow-finch-invoices.csv

The file you import must be a CSV (comma separated values) file, and its name should end with either .csv or .txt.

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