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

  1. On the Nav Bar, click Customers.
  2. Then click Bulk Import.
  3. Then click the Invoice Payments tab.
  4. Click the invoice payments import template link. This will download a csv. file to your computer.

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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