After you successfully import your file, you will see your file in one of the Import Center tables. (See Import Center Dashboard in Chapter 8 for details on this screen.)
Imports Queued for Processing: If your file is in this table, it is waiting to be processed. Check back later for a final status.
Imports Needing Attention: All or part of the file has not been processed. Click the “View Errors” link to view problems. (See Troubleshooting Import Batch Errors in Chapter 8 for how to troubleshoot “Needs Attention” batches.)
Processing Imports: Your file is currently being processed by the system.
Completed Imports: (shown below): Your file has been processed by the system, all rows were successfully imported, all customers were added, and all payments were successfully processed.
If your import was successful, you should see payments recorded for all rows in the file in the manage payments screen. (See The Payments Table above.)
For new customer Payment import files, you should also see new Customer Records created for each customer in your file. You can now process additional payments for these customers in addition to entering payment schedules, invoices, and invoice schedules for them—exactly as you would with customers manually entered into ReceivablesPro.
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If all the rows in a payment import fail due to insufficient access, the Role assigned to the User attempting the import may contain insufficient permissions. A User must be assigned the “Collect Payments & Send Invoices” permission as well as the “Manage Customers” permission in order to successfully complete a payment import. For instructions on how to customize and assign permissions, see Roles in Chapter 8. |
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