Review your imported invoices in Canopy to confirm they arrived correctly and match your records, then notify your Data Migration Specialist.
Why it matters: The import may need adjustments — missing invoices, incorrect amounts, or dates that need fixing. Catching these now ensures your financial records are accurate before your team starts working in the account.
Table of Contents
Review Your Imported Invoices
Go to Billing > Invoices.
Check the Total Outstanding amount at the top of the page. It should match the total of the open balances you submitted in your workbook and your previous system.
If you have other invoices in Canopy (from sources other than the open balance import), filter to see only the imported invoices:
Click the download icon to export all invoices.
Open the export and look at column H, Invoice Creator.
Filter to show only invoices created by Implementation Team — these are the ones your Data Migration Specialist uploaded.
Review this list to confirm all expected invoices are present and amounts are correct.
Request Changes if Needed
Skip this section if the imported invoices match your records and no changes are needed.
If you spotted discrepancies or missing invoices, you have two options depending on the scope:
For large changes:
Update your original Client Workbook with the corrections.
Use the secure upload link from your Data Migration Specialist to resend the updated file.
For minor changes:
Create a list or note of the corrections needed.
Email it directly to your Data Migration Specialist.
Confirm Import Completion
Within 7 business days of reviewing the invoices, email your Data Migration Specialist to let them know:
You've reviewed the imported open balances
You're satisfied with the import (or that changes have been submitted)
They'll confirm with your Implementation Specialist that you're ready for the next migration steps.
Summary
This article walked you through reviewing your imported invoices in the Billing section and verifying the totals match your records. After confirming everything is correct (or submitting any needed changes), email your Data Migration Specialist within 7 business days to move forward.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.