Bulk Importing Invoice Payments

This is a reference for bulk importing Invoice Updates into ServiceTrade.

Before you get started on completing your Invoice Payments import template, you should:

How to Download the Invoice Payments Import Template

The image below will show you how to download the Invoice Payments Import Template.

The following fields are used by the Invoice Payments import template.

Below is a list of Field Names and Definitions that are available and required when Importing Invoice Payments.

Field Name	Field Definition
invoice_id	The ServiceTrade ID of the Invoice you want to add a payment for. *entering either invoice_id or invoice_number is required to create an Invoice Payment. You do not need to enter both.
invoice_number	The Invoice Number of the Invoice you want to add a payment for. *entering either invoice_id or invoice_number is required to create an Invoice Payment. You do not need to enter both.
payment_reference_number	The Payment Reference Number is the internal number or code you use to reference the payment. This could be a credit card reference number, an ACH trace number, a bank deposit reference number, etc *required
payment_date	The Payment Date is the date that the transaction occurred. Format: YYYY-MM-DD *required
payment_method	Format: Use one of the four options: check ach credit_card cash *required
payment_amount	The amount of the payment. Format: Must be formatted 0.00 with no commas. (e.g. "24003.72" for $24,003.72 USD) *required