Importing One-time Payments

There are two types of One-time Payment Imports:

Existing Customer (with Customer IDs).
For these import files, you provide the ReceivablesPro Customer ID, the amount and method of payment, and the system processes the payment using the default account for the payment method selected.
New Customer (without Customer IDs).
For these import files, all required fields for a Customer and all required fields for a Payment must be provided.

All import transactions are processed immediately and appear in the manage payments screen.

Detailed field requirements for one-time payment imports, as well as all ReceivablesPro imports, can be found in Appendix C: Import Requirements.

This section covers how to import one-time payment batches. For more information on the ReceivablesPro Import Center, and batch status and error reporting, see Import Center in Chapter 8.

You can use a single Payment import file to upload payments for new and existing customers. To do this, make certain that your file includes a column for each field required to import both new and existing customer payments. Each row for a new customer must contain data in all required fields (columns) for new customer entry and for new payment entry. Each row for an existing customer must contain data in all of the required fields (columns) for processing a payment for an existing customer.

Make sure you map all fields when importing your file. The system will simply ignore fields that are not relevant on a row-by-row basis.

The following sections provide instructions for importing transactions for new and existing customers. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.

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