Importing debit Notes into Wafeq

When managing a company with a large number of debit notes, manually entering each one can be time-consuming and inefficient, especially during the initial system setup or when migrating data from another system.

That’s why Wafeq offers a debit note import feature, allowing you to upload all debit note data at once from an Excel or CSV file, eliminating the need to enter each debit note individually.

This guide will walk you through the process step by step, showing you how to import debit notes into your Wafeq account.

How to Import debit Notes into Your Account

Click on "Purchases" from the main menu, click "debit Notes", then click the "Import" button at the top of the page.

To match your file data with the fields in Wafeq:

• The left column: "Column name in Wafeq" which shows the fields available in Wafeq. To enable importing a specific field, click the button next to it.
• The right column: "Column name in your file" which displays the column headers from your Excel or CSV file. From each dropdown, select the column that matches the corresponding Wafeq field. Each Wafeq field will be mapped to its matching column in your file.

Once the mapping is complete, the imported data will appear on the right side of the screen.
Review the entries, make any necessary edits, then click “Save” to finalize the import.

The imported invoices will appear in your debit notes list immediately after saving. You can click on any debit note to view or edit it, just like debit notes that were added manually through the system.