Bulk Importing Invoice Payments

Derek Torres
Derek Torres
  • Updated

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.

Invoice_REcurrence.gif

 

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.

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.
Screen_Shot_2022-06-09_at_9.50.17_AM.png

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.

Screen_Shot_2022-06-09_at_9.52.07_AM.png

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:
  1. check
  2. ach
  3. credit_card
  4. 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

 

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