When a Payment import file is processed by ReceivablesPro, the system creates a new Customer Record, assigns a Customer ID for each customer in the file, and it processes a payment for the customer.
The system will email a receipt to each customer using the email address included in the import file.
NOTE: If you do not include an email address for a customer, the payment will still be processed but no receipt will be sent.
After the initial import, you can process additional payments for the imported customers from the Payments center or via another payment import using the assigned Customer ID.
The following are the basic steps to take when importing a new customer payment file into ReceivablesPro:
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 field mapping.
Submit the Payment import file for processing.
View the results of the import.
The following sections walk you through all of 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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