Invoices
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Import Payments
Bring in payments from a spreadsheet, like a bank or card processor export.MoreLess
- 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.
A CSV from QuickBooks, CardPointe or Spraye. Columns are found by name: date, amount, and the customer by email, customer id or name; optional reference (check or transaction #), invoice number and method. Always a dry run first; nothing is saved until you click Import.
Exports are pasted as text (file uploads stay off). A row whose reference was imported before is skipped.