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Structured invoices reduce errors, speed up reconciliation, and align with regulatory expectations. Moving from ad hoc spreadsheets to a dedicated system helps teams track status, totals, and customer details in one place — a foundation before you layer on FBR submission and QR verification.

Company-level settings, invoice-level status, and optional push integration work together: draft and review invoices, then submit when your environment is configured. Use reports to monitor what has been sent and what is still pending, and keep DSI imports as a bridge from legacy Excel templates.

Use the first worksheet with headers in the expected rows, keep province and sale-type values consistent with the template, and validate totals before bulk importing. When in doubt, start with a small batch and reconcile against your source file.