This is a reference for bulk importing Invoice Updates into ServiceTrade.
Before you get started on completing your Invoice Payments import template, you should:
- Familiarize yourself with the concept of invoices in ServiceTrade.
- Review the general information on bulk importing.
How to Download the Invoice Payments Import Template
The image below will show you how to download the Invoice Payments Import Template.
Invoice Payments Import Template Field Definitions
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.
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.
The Invoice Number of the Invoice you want to add a payment for.
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
The Payment Date is the date that the transaction occurred.
|Format: Use one of the four options:
The amount of the payment.