When you make a payment on the customer invoice, you can also include a payment note. You can fill this note with a reminder or other information such as the withdrawal timestamp or something else related to the payment.
If you have large data of customer invoices, you might want to input the payment notes by using bulk way with CSV file import. To import the payment note by using a CSV file, you can follow the steps below:
Step 1. Go to Orders, then Click Import Payment Note
Click more menu on the export button to view import payment note button.
Step 2. Download Sample File
Step 3. Submit Payment Note Information on Excel File
Open the downloaded CSV file, and fill in the Outlet name, Invoice numbers, and Payment note as in the example file.
For example, we put the payment note as the withdrawal status and the withdrawal timestamp from each payment from the customer invoices.
Step 4. Upload / Import Payment Note to System
Import the saved CSV files in the import payment note menu, then click the upload button.
Step 5. CSV File was Imported Successfully
There will be a green notification when the upload process is succeed.
Step 6. Recheck Payment Note in Order Detail
Go to the orders menu and check on one of the customer invoices that the payment note is uploaded by CSV File. The payment from that customer invoice is now having a notes.
This import payment note feature won't make a duplicate note on payment in orders detail, but it will update the existing note.
Make sure the invoice was paid or has a payment before or at least it has one payment record. Users couldn't import payment notes for unpaid invoices.
You might also like to read these related articles below :
If you want to add the payment to the unpaid customer invoices in a bulk way, you can follow the steps on this page : Add Bulk Payment
If you want to show the payment note in the printed customer invoice, you must activate the configuration on the Setup menu. For further information about the configuration, you can go to this page : Config Payment Note Printing Visible
You can add payment methods to your DealPOS account as much as you need. To add new payment methods, you can follow the steps on this page : Add Payment Methods