Billing
Import Payments
Bring in payments from a spreadsheet, like a bank or card processor export.
Where and How
Import Payments
Billing › Invoices › Import Payments
Bring in payments from a spreadsheet, like a bank or card processor export.
What It Does
Reads a pasted CSV and matches each row to a customer and invoice.
What It Changes
Always a dry run first; nothing is saved until you click Import, and an import can be undone.
How to Use
- Paste the CSV.
- Click Dry Run and check each row.
- Click Import.
From the same help as the card in the app.