Creating invoices

Use an invoice import when you want to create new BigCommerce B2B Edition invoices in bulk.

You can download a minimal invoice creation example and use it as a starting point.

warning

By default, BigCommerce B2B Edition emails the buyer when a new invoice is created. To stop this email, disable it in the B2B app under Settings > Emails > Templates for Buyer > New Invoice before running your import.

Required fields

To create an invoice, leave the ID column blank and provide these fields on the Basic sheet:

Field	Example value	Notes
Invoice Number	87263452	The invoice number shown in BigCommerce B2B Edition.
External ID	INV-87263452	Required when creating invoices. Shift uses this field to match invoice rows across the sheets in the import file.
Original Balance Currency	GBP	The currency code for the original invoice balance.
Original Balance Amount	89	The original invoice balance amount.
Open Balance Currency	GBP	The currency code for the outstanding balance.
Open Balance Amount	89.0000	The outstanding invoice balance amount.
Company ID	12591311	The B2B company ID that the invoice belongs to. Company IDs are not shown in the BigCommerce admin area, so export Companies from Shift to find the correct ID.

Helpful fields

The minimal example also includes commonly useful fields:

Field	Example value	Notes
Type	Invoice	The invoice type.
Status	Open	The invoice status.
Order Number	109	The related order number, if applicable.
Due Date	2026-05-26 10:00:00	The invoice due date.

The Billing Address, Cost Lines, Shipping Addresses, Shipments, Line Items, and Extra Fields sheets can be left blank for a minimal invoice creation import.

tip

Add child rows only when you need to send that extra invoice detail. Child resources are merged into the invoice request; they are not imported as separate resources.

Import the file

1. Choose Invoices in Shift.
2. Start a new import.
3. Upload your invoice spreadsheet.
4. Map the columns to the matching invoice fields.
5. Validate the import.
6. Start the import once validation passes.

For all supported invoice columns, see the Invoices template.