Upload CSV
Download the template, fill it in (semicolon or comma separated), upload. Nothing is saved yet – first the check with totals, then you create the drafts.
Columns
- party
- Party (ID wie A-0001, Legal Name oder Artist-/Company-Name)
- period
- Period (z. B. Q2 2026)
- revenue
- Revenue (z. B. 1.234,56 oder 1234.56)
- service
- Service (leer = Standard der Party)
- cost_center
- Cost center (leer = Standard der Party)
- wht_pct
- Withholding tax % (leer = Satz der Party)
- vat_mode
- VAT mode: note | rate | reverse | hidden (leer = aus USt-Satz der Party)
- vat_pct
- VAT % (nur bei rate; leer = Satz der Party)
- doc_date
- Document date TT.MM.JJJJ (leer = heute)
- doc_lang
- PDF language en | de (leer = Standard)
- title
- Heading (leer = automatisch)
- notes
- Notes (intern)
Drafts do not get a document number. The number is assigned only when finalizing – deleted drafts leave no gap.