Skip to main content
FEDIX
PricingOnboarding

FEDIXBilling & invoicing

Invoice import from other systems

Import invoices from your previous software by CSV, with AI-suggested column mapping and a preview before import.

More in Billing & invoicing Search all features

The problem it solves

Moving practice software means leaving invoice history and opening balances behind, or retyping them.

How it works

  1. Upload a CSV of invoices from your previous system.
  2. Check the suggested column mapping and adjust it.
  3. Preview the result, then import.

What your practice gets

  • Invoice history comes across.
  • Mapping suggested for you to confirm.
  • Preview before anything is written.

Questions accountants ask

Do I have to map every column?

Fedix suggests a mapping; you confirm or change it.

Can I preview the import?

Yes.

What format is needed?

A CSV export from your previous system.

Features that work alongside invoice import from other systems.

Invoices

Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.

Video

Invoice and quote templates

Customise the PDF templates for invoices and quotes, with a preview, so documents carry your brand.

Quotes and proposals

Create and email fee quotes that clients accept online, then convert accepted quotes into invoices.

Video

Billing insights

Revenue, profitability, cash-flow forecast, aging, client profiles and payment predictions in one view.

Revenue reports

Revenue summaries, comparisons, time series and revenue by client, with export.

Video

Practice bank feed matching

Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.

Video

See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.

Start 14-day free trial Browse all features