With ReceivablesPro you can import payments for existing customers without having to upload their bank account and credit card information each time. This means that you can enter account information into ReceivablesPro once and let the system securely store that information for future payments. You do not need to retain that information in your own systems.
When ReceivablesPro processes an imported payment for an existing customer, the system uses the customer’s default credit card for credit card transactions and the customer's default bank account for echeck (ACH) transactions.
The default credit card account is indicated by a check in the Default column in the Credit Card accounts table in the Customer Record. The default bank account is indicated by a check in the Default column in the echeck (ACH) accounts table in the Customer Record. (See About Default Payment Accounts in Chapter 6.)
You can locate the Customer ID for any customer by editing or viewing a Customer Record. The Customer ID is located at the very top of the Customer Details or Edit Customer screen, as shown below:
You can also export your entire customer list, including the Customer ID for each customer. (See Exporting the Customer List in Chapter 6 for instructions.)
The basic steps for importing a payment file for existing customers into ReceivablesPro are:
Locate the Customer ID for each of the customers for which you want to process a payment.
Create your Payment import file.
Upload the file into ReceivablesPro on the Settings--> Import Center screen.
Map fields from your file to ReceivablesPro system fields.
Review your file mapping.
Submit the Payment import file for processing.
View the results of the import.
The following sections walk you through these steps. 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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