One bill from an Excel sheet

What it does

A customer sends his order as an Excel sheet. A sister shop sends a list of what it took. Instead of typing it all again, Single Bill reads the sheet and opens the bill filled in. You check it, add the party, and save. Only three columns are needed: Item Name, Qty and Rate.

The sheet is forgiving. The heading row may sit under a title, anywhere in the first 10 rows. Common names work too: Product, Quantity, Price, Tax %, Disc. Blank rows and rows named Total are left out. You may delete columns you do not use. Party, bill number and date are never in the sheet; you fill them on the bill screen.

5.13One bill from a short Excel sheet (Single Bill) New in 2026

A customer sends his order as an Excel sheet. A sister shop sends a list of what it took. Instead of typing it all again, Single Bill reads the sheet and opens the bill filled in. You check it, add the party, and save. Only three columns are needed: Item Name, Qty and Rate.

1. Press Ctrl+S. In the SALE BILLS list press Import, then the Single Bill tab (next to From Excel File, From Image and From PDF).
2. Bill type is already set to the list you came from (Sale). You may pick another type, such as Purchase or Sale Challan.
3. The first time, press Get Sample Excel and save Single Bill.xlsx. It opens in Excel if Excel is on the PC. The Bill sheet has the headings; the How to fill sheet explains them.
4. Press Browse Excel File and pick the customer's sheet (.xlsx, .xls or .csv). It may stay open in Excel.
5. Press Import Bill. If some rows could not be read, a message lists them (for example Row 6: Qty is empty.) and any columns not used, and asks whether to open the lines that were read.
6. The Excel to Bill screen shows each line with Our Item and Match: Exact, Similar - check (yellow), or New item. Space accepts a yellow suggestion; Enter or double-click lets you choose a different item. Then press Continue as it is.
7. The bill screen opens with the lines. Fill the Party Name, check the No. and Date, and press Save.

Sale Bills — Import

Read every step in the guide: Sale Billing, section 5.13

36.10One bill from an Excel sheet New in 2026

Some customers and suppliers send their order or bill as a short Excel sheet. On the SALE BILLS list (Entries → Sale), Import and then the Single Bill tab make one bill from it. The lines pass through the same review screen as AI Photo to Bill, so you match items with Space and Enter exactly as in 36.2, and then the bill screen opens filled. The full steps, the sample sheet and its columns are in 5.13.

Read every step in the guide: Smart Tools, section 36.10

Questions and answers