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Bulk Upload of Invoices on Fifopay

How to bulk Upload invoices into Fifopay.

  1. Click on the Purchases tab located in the top right taskbar of Fifopay, and then choose the Bulk Upload option.

  2. Click Download Template File to obtain an Excel spreadsheet template. Fill in all required fields — including supplier name, invoice number, invoice date, invoice amount, and due date — with the relevant details of the invoices you intend to upload for funding. Save the completed spreadsheet to your computer.
  3. To upload your saved file, click on the Browse File icon (illustrated below) to upload your completed invoice template.
    1. Set the following payment options before proceeding: Extend Invoice Due Date — Select the date on which you plan to repay these invoices to Fifopay. Several date options are available; the date and terms you select will be saved as the Revised Due Date for the invoices.
    2. Date you want Suppliers Paid — Select the date you would like Fifopay to process payments for your suppliers' invoices. Note that Fifopay has a cutoff time of 1 PM for same-day payments (subject to change — verify the latest cutoff time with Fifopay support). To be included in the same-day processing queue, invoices must be submitted with all required information before this deadline.
  5. During your initial Bulk Upload, you will need to map the columns in your Excel spreadsheet to the corresponding fields in the system. This step is required only once, as Fifopay will save your mappings for future uploads, streamlining the process for subsequent submissions.
  6. During your initial Bulk Upload, you will need to map the suppliers of your invoices to the corresponding fields in the system. This step is required only once, as Fifopay will save your mappings for future uploads, streamlining the process for subsequent submissions.
  7. Review the Invoice Summary, which lists all invoices you are submitting for payment. Verify that every entry accurately reflects your intended submissions. To correct any details, click the Edit icon in the actions column. If any issues are detected, Fifopay will flag them in red for your attention.
  8. Upload the invoice attachments for each invoice you are submitting. Click Select More Files to upload the PDF files. Once uploaded, drag each file to its corresponding invoice. You can attach multiple files to a single invoice if needed. Once all attachments are assigned, submit your bulk upload for processing.