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Historical Data
Import Historical Invoices
Upload past invoices for tax credit forms
Historical invoice import is restricted while Family reconciliation is in progress.
Every row must be linked to one verified current Family before import can proceed. The following actions are disabled until reconciliation is complete:
- Creating a new Family from this page
- Reassigning existing Scholars to another Family
- Automatically adding invoice emails as additional parents or household members
- Running the final import when any row lacks a uniquely verified current Family
Fuzzy name suggestions below are for human review only — they will never automatically select, create, update, or link records.
Download Template
Download the CSV template to see the required format for importing invoices.
⚠️ Important Notes
- • Upload your invoice export CSV with columns: Customer Name, Customer Email, Invoice Date, Requested Amount, Status, etc.
- • Families are matched by email address only — no automatic name-based matching.
- • Import is disabled while Family reconciliation is in progress. All rows must resolve to a verified current Family.
- • "Canceled" invoices keep their original amount but are marked canceled and excluded from revenue totals.
- • This page is for historical data only — current invoices should be generated normally.