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Import Payment Invoice via CSV
Import Payment Invoice via CSV
Adding payments for paying off customer debts by bulking
Syakri Ezzan Qomara avatar
Written by Syakri Ezzan Qomara
Updated over a week ago

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 :

Add Payment Invoice by Bulking in DealPOS

Step 2. Click More Import Options

Add Payment Invoice by Bulking in DealPOS (2)

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.

Download Sample for Import Payment at DealPOS

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.

Edit CSV File

For example, we have an Invoice like down below :

Sample Invoice of Unpaid transaction at DealPOS

We can customize the CSV file according to the invoice data that has not been paid :

Edited sample for import payment at DealPOS

Notes :

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 via CSV at DealPOS

Import payment by CSV has been successful :

Final Result of Import Payment at DealPOS

Notes :

This import payment using CSV could be an alternative if you integrated your tiktokshop and want to add bulk payment.

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