Invoices
PDF invoice delivery, folder and filename conventions, and how invoices appear on the storefront.
Overview
The invoices importer delivers PDF invoices to your customers on the storefront. A signed-in customer opens View Invoices on the My Account page to see their invoice list, download each PDF, and — when payments are enabled for the store — pay an invoice directly with Pay Now.
Unlike the CSV importers, there is no import job and no snapshot: each invoice is an individual PDF file, and the invoice date, invoice number, and amount are read from the filename. Files appear on the storefront within a few minutes of upload and stay available until you delete them.
Uploading files
Invoices are delivered through the invoices folder of your ProConnect FTP area — the same FTP access used for automated CSV feeds. If you don't have FTP access yet, contact your ProConnect account manager.
Inside invoices, create one folder per customer, named with the customer's ID, and place that customer's PDFs inside it:
/invoices/ACME001/2026-01-31-123456-45067.pdf
/invoices/ACME001/2026-02-28-123481-120000.pdf
/invoices/ACME002/2026-01-15-INV-9021.pdf- Uploading a file with the same name replaces the previous version.
- Deleting a file removes the invoice from the storefront.
There is no import log for invoices. A file that does not follow the naming rules below is skipped silently — it never appears on the storefront and no failure report is produced. Check filenames carefully before uploading.
Linking to customers
The folder name must match the customer's CUSTOMER_ID from the customer CSV exactly, including letter case. Invoices only appear for customers whose ID matches; a customer without a CUSTOMER_ID, or with no matching folder, sees an empty invoice list.
Filename format
Two filename formats are accepted. Both start with the invoice date and must end in .pdf.
With amount
YYYY-MM-DD-INVOICENUMBER-AMOUNT.pdf- The date must be a real calendar date in
YYYY-MM-DDformat. - The invoice number must contain digits only.
- The amount is the invoice total in minor currency units (pence for GBP), digits only, with no decimal point:
45067means 450.67 in the store's currency.
Without amount
YYYY-MM-DD-INVOICENUMBER.pdf- The invoice number may contain letters, digits, and hyphens.
- The Amount column on the storefront shows
-, and Pay Now opens without a pre-filled amount.
An amount can only be included when the invoice number is digits only. In a filename like
2026-01-31-INV12-45067.pdf the trailing number is not read as an amount — the whole of
INV12-45067 becomes the invoice number and no amount is shown. Use a numeric invoice number if
you want the amount displayed and pre-filled for payment.
Examples
| Filename | Result |
|---|---|
2026-01-31-123456-45067.pdf | Invoice 123456, dated 31 January 2026, amount 450.67 |
2026-01-31-INV-1234.pdf | Invoice INV-1234, dated 31 January 2026, no amount |
2026-01-31-INV12-45067.pdf | Invoice INV12-45067, no amount — see the warning above |
2026-01-31-123456-450.67.pdf | Skipped — amounts must be minor units with no decimal point |
2026-02-30-123456-45067.pdf | Skipped — not a real calendar date |
2026-01-31-123456-45067.csv | Skipped — only PDF files are listed |
What customers see
A signed-in customer opens View Invoices from the My Account page. Invoices are listed newest first by invoice date, 20 per page, with:
- Invoice Number and Date from the filename.
- Amount, formatted in the store's currency, when the filename includes one.
- View, which opens the PDF. Download links are generated fresh each time the page loads and expire after an hour, so they cannot be bookmarked or shared.
- Pay Now, when payments are enabled for the store. The payment opens with the invoice number as the reference and the amount pre-filled. Payment references allow letters, digits, and hyphens up to 12 characters, so keep invoice numbers within that if you want them used as the payment reference.
Overdue invoices can also be chased automatically over WhatsApp — see overdue invoice reminders.