SFTP Wholesale Headers
Before you start
Please review the standard Green Check fields below to ensure you send the necessary data in your CSV file.
| Field Name | Definition | Format |
| Date | Date the invoice was created | Optional, eg. 2021-02-27 |
| Invoice Number | Unique identifier for the invoice | Required, alphanumeric |
| Customer | Customer name | Required, alphanumeric |
| Product | Name of the product sold | Optional, alphanumeric |
| Quantity | Quantity of the product sold, in units | Optional, numeric |
| Price | Price of the product sold | Optional, numeric |
| Memo/Description | Note on the invoice | Optional, alphanumeric |
| Invoice Total | Total amount of the invoice | Optional, numeric |
| Payment Date | Date the payment was received | Optional, eg. 2021-02-27 |
| Payment Type | Cash, Check, ACH, Debit, or Credit | Optional, defaults to Cash if not provided |
| Payment ID | Unique ID of the payment, separate from invoice number | Optional, auto-generated if not provided |
| Payment Amount | Payment amount received | Optional, numeric |
| Open Balance | Remaining balance on invoice | Optional, numeric |
| location_id | This is what we'll use to map your locations to our Org IDs | Required, alphanumeric |