Import Payments
- Tom Higgins
- 1 Overview
- 2 Important Notes
- 2.1 No updates
- 2.2 Error Handling
- 3 Format
Overview
Import payments from a csv file, it’s generally used on a new setup, during the initial setup process and/or while migrating into pracbill
Important Notes
No updates
This import only creates, it does not delete or update, so please be careful with your data.
Error Handling
Once the import process has completed, you will be presented with a list of any errors, which will reference the row number and the reason for the error. Please take note of these, as it’s only visible once!
Format
Field | Value Type | Field Description | Notes |
|---|---|---|---|
cid | integer | Customer ID | customer id or invoice id required |
iid | integer | Invoice ID |
|
date | datetime | Date & Time of the transaction | time isn’t required |
type | string | Payment Type | the name or the integration name of the payment type. This payment type must be setup in your department |
amount | float | Payment Amount | a positive amount for a standard payment, a refund can be imported as a negative amount |
notes | string | Payment Notes |
|