When you create a customer invoice, you can input an unpaid payment. "Unpaid" means that the payment is being processed or waiting for you to process it. If you have large data of customer invoices, you might want to input the payment 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 Payment then click Import
Step 2. Download Template
Step 3. Submit Payment information on excel file
Open the downloaded CSV file, and fill in the Outlet name, Date Invoice payment, Invoice numbers, Payment Method, Amount and Payment note as in the example file.
Step 4. Upload / Import Payment to system
Import the saved CSV files in the import payment, then click the browse files.
Step 5. Preview uploaded CSV files
Click Next button to preview the uploaded file.
Now you can check the previewed files you import before, if there is no issue regarding the preview, you can click Next button.
Click Import.
File Imported successfully.
Step 6. Recheck Payment in order detail
Go to the orders menu and check on one of the customer invoices that the payment, date, amount, method and note is uploaded by CSV File.
Notes:
Ensure that there are no duplicate invoice numbers in the CSV file.
Ensure all CSV formats are correct.
Related Article
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
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).