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May 2022
May 2022
Hello,
I need to import a file to receipt payments against invoices.
I understood that to determine the import file format you export the file through the import/export assistant.
Although there is a "Receive Payment" import option there is no "Receive Payment" export option (just Recieve Money).
Thanks
Robert
May 2022
May 2022
Hi @BobOx
Welcome to the Community Forum.
As you can't export receive payment records, but you can import them, we have created a sample import file: Receive Payment Import Template.
I have also linked our help article on the import fields: Import and export fields.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
May 2022
May 2022
Hi there,
i saw your reply and the template, just wonder how the journal will be posted? As you know when receipt payments against essentially we are debit the cash at bank and credit accounts receivable, from the template I saw the debit cash at bank, but for the credit accounts receivable side will the template address that?
thanks
Emma
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Naomi_Roskell
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