This is a reference for bulk importing invoice updates into ServiceTrade.
Before you get started on completing our location import template, you may wish to:
- Familiarize yourself with the concept of invoices in ServiceTrade.
- Review the general information on bulk importing.
Invoice Payments Import Template Field Definitions
The following fields are used by the invoice payments import template. We present them here with definitions and whether or not they are required.
| 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 |
Required Format: "YYYY-MM-DD" *required |
| payment_method | Use one of the four options:
*required |
| payment_amount |
Required Format: Must be a decimal dollar value. The amount of the payment. *required |
