This useful feature will help you create multiple royalty invoices on the Partner portal. Multiple invoices or new clients are created from an export (.csv) file containing data from your bookkeeping or accounting system.
About the file you'll use to create invoices & clients:
You must export data from your bookkeeping or accounting system. The data must be in a specific format to be correctly recognised.
You may find an initial review of your data in a spreadsheet application (Excel, Open Office, Google Docs) helps to understand/verify/manipulate your information. All of these applications allow you to export in .csv format.
An Excel template is available on the bulk upload page.
The first line of your spreadsheet/file must contain headers.
It will be convenient for you to use the same column headers as used on Partners website, although mapping is available while uploading.
For each line in the file a new invoice will be created. Please specify amounts in column Client paid using point (.) as a decimal separator.
You may also use this form to create new clients. See instructions on bulk upload page.
Invoice and client fields are listed on the bulk upload page, some of which are required. Entering as many details about your invoices is encouraged - it makes locating information much easier to find in the future.
To upload your information:
Log in to partners.moodle.com. Ensure you have sufficient privileges to access invoices (you must have the role of Principal or Financial).
Click on the Clients and Invoices course.
Click the My Invoices tab.
Click "Bulk upload of invoices..."
Click "Choose a file" to browse to your csv file. Click Next.
This screen allows you to map fields, if necessary. Click Next.
This screen shows you the invoices you are about to create. Verify the information is correct and click the "Create" button.
As with many things, after you use the feature for the first time it all becomes very easy!
Contact the Partner team if you have any questions.