Forums › Cached › CSV Import

This topic contains 2 replies, has 0 voices, and was last updated by carl.billings 6 years, 7 months ago.

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  • September 12, 2017 at 11:15 am #24374 Score: 0

    marcia.miller@mrbeams.com
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    Does anyone have a CVS template to import a customer payment when you're applying it to a specific invoice they'd be willing to share? Thanks!
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  • September 13, 2017 at 11:32 am #24375 Score: 0

    carl.billings
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    You will need to use the Two File method of importing. The second file allows you to identify the Invoice the payment applies to and how much applies (including discounts taken)

  • September 13, 2017 at 12:35 pm #24376 Score: 0

    carl.billings
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    FYI- Be prepared to provide the Internal ID of the invoice in question (or External ID). Your transaction numbers wont matter here.

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