When a Recurring Payment import file is processed by ReceivablesPro the system creates a new Customer Record and assigns a Customer ID for each customer in the file, and it creates a new recurring payment schedule for the customer. The initial scheduled transaction is processed immediately if the Start Date of the schedule is the current date.
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.
Follow these basic steps to import a Recurring Payment file for new customers into ReceivablesPro:
Create your Recurring 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 Recurring 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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