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How to import the Invoice Receipts?

Watch the steps. (1:26 Min)

Or, follow the steps below:

  1. Logon to LegalXGen
  2. Go to Accounts >> Receipts
  3. On the top right you’ll Import Button. Click on it.
  4. You’ll see a new window to facilitate the Import. You may download the pre-defined template or simply upload your own excel.
  5. Once you upload the excel you need to map your excel fields with the application fields.
  6. Once done the mapping click on Import button to import your data
  7. You should receive an email stating the status of your data import.

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