Overview
The system has the option to upload an excel file that contains payment history.
You will be able to download a template where information can be added prior to uploading 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 then take you to the screen where you download the template.
- Update the file and update it.
- Upload it when you are done.
Relevant Articles
Admins and Accounting have access to payment pages.