In managing debt data, sometimes many invoices need to be added to the payment. If there are quite a lot of invoices that need to be inputted, of course, it will take time to input them directly from the UI. Therefore, for this input process, we provide an alternative for easier input by bulking using CSV.
To add payments to sales transactions whose status is still Unpaid / Partial, we can do it by bulking using CSV so that the payment input process to settle customer debts can be inputted quickly & on a large scale. You can follow the steps below to input payment via CSV:
Step 1. Go to Orders
Then you can make sure you access the Customer Invoice tab, and make sure you have Invoice is still unpaid. For example, we have 1 Invoice down below that is still Unpaid :
Step 2. Click More Import Options
You will directly to the next page.
Step 3. Click Download Sample
You can download the sample first to find out the format needed to import the data.
Step 4. Edit Sample File
Several columns need to be filled in the sample file, including Outlet, transaction date, invoice number, payment method, and amount paid.
For example, we have an Invoice like down below :
We can customize the CSV file according to the invoice data that has not been paid :
The date format as MM/DD/YYYY.
When finished, you can save the CSV file.
Step 5. Import CSV File
Choose a file that you have been save before, then upload it.
Import payment by CSV has been successful :
This import payment using CSV could be an alternative if you integrated your tiktokshop and want to add bulk payment.
You might also like to read these articles below :
If you have a lot of sales transactions and trying to upload it by bulking, maybe you can try to read our article about How to Import Sales Order via CSV file
or maybe if you need to Upload some contacts to DealPOS app by bulking, you can try to access it How to import Customer/Supplier or Sales Person Contact
To undisplay the same payment when creating an invoice so as not to choose the same payment: Hide Same Payment Method when Split Payment