Import Invoice

An advantage of using Booksource Classroom Organizer as a Booksource customer is the ability to import your Booksource invoice into your account.  It is an easy and a quick way to add books to your library.  To import an invoice, select the From Invoice option under Import-Export on the Library: Grow & Manage page.  

The first step is to locate your Booksource account number. We have provided 3 examples of documents you may have which contains this number as shown below. The documents which can be used to locate your account number: invoice, order confirmation and packing list. Once the account number has been located, click Continue to Lookup Invoice, enter the number in the space provided to Lookup the invoices associated with the account number.

 A complete list of invoices associated with the account number provided will be displayed. This list may be short or very extensive depending on the account. 

To help you find the invoice you are looking for, the list is searchable. Use the search feature to narrow down your selection.  All column headers are searchable such as Invoice#, Quote#, PO#, Invoice Date, Ship To, Attn To and Invoice TotalFor example, if you know the order shipped to your attention or your school address, you can enter the information in the search bar as shown below to narrow the search.

Once you are satisfied with the results, select Import next to the invoice you want to add to your library. This will NOT start importing your invoice. A new screen showing the titles and quantities on the invoice will appear. This will allow you to select all or customize the import based on your wants and needs. Once all titles have been chosen for import, select Import these ItemsOnly select Import these Items once to prevent multiple imports of the same invoice.  

A successful message will be provided when the import is complete. 

If you need assistance in retrieving your Booksource account number, please call (800-444-0435) or email (classroomorg@booksource.com) to connect with one of our experts.