[Mark Dunbar]

We have a monthly DD run where about 650 customers pay their invoice on a single day.

Is it possible to post the customer payments using CSV import? If so, which fields would be required in the CSV and what do need to be mapped to?

Thanks
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[rnedelkow]

Hi Mark,

You can find out how to get started from the Help topic ‘Customer Payment Import’. Note: A payment can be associated with an invoice through the internal ID or external ID only. The transaction ID is not unique and cannot be used.

Thanks,

Rob

[Mark Dunbar]

RE: Importing large amounts of receipts by CSV import

Hi Rob

Thanks for the advice, I found the help section and it was useful. I have managed to work out how to upload the receipts by CSV but can’t work out how to get them to allocate against the invoices. My original map to upload the receipts was as follows:

My CSV – Netsuite Field

Customer Payment

Customer – Cust

1.00 – Exch Rate

Ext ID – Ext ID

24/5/10 – Date

I reviewed the results and noticed the payment hadn’t allocated to the invoice so tried again using the map above and adding the following to the bottom:

Customer Payment Invoices

Value – Invoices: Payment (req)

Inv No – Invoices: Invoices (req)

But I got the following error message:

Unparseable Internal Id, did you mean to lookup this field by Name or External ID? for field “Invoice”

Do you know what I am doing wrong?

Thanks

Mark

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