Overview
The system has the option to upload and excel file that contains payment transactions.
You will be able to download a template where the information can be prior to loading the file.
The template contains the following fields:
- Invoice #
- Customer code
- Payment Method
- Date Paid
- Discount
- Amount Paid
- Reference Number
- Notes
Instructions
Follow the steps below:
- Go to Account Receivables > Receive Payment.
- Select "Receive Payment From Excel File".
- This will than take you to the screen where you download the template and upload it when you are done.
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Admins and Accounting have access to payment pages.