Utility Billing Payments 2 - Import Bulk Payments
Hi this Zac Kibria and in this video, I will show you How to Import Bulk Payments from 3rd Party Systems. Payments are a record of transactions where the customer paid in the past manually on another system.
To import bulk payments, you will want to click the admin tab and then look under import setup tools and click payments. Click to download the provided zip file, open the CVS template and cut and paste your payment information into the template. I will be using some date I created as an example. Next you will want to upload the data file - and to do this click on the browse button and open the file. Finally fill the description box and click on the upload file button.
This should allow you to quickly import all your bulk payments into the system. Note that the steps are essentially the same as those undertaken during ‘Import Bulk Existing Customer Balances); however this is done for all the customer payments. Ideally you will want to import payments daily or as often as possible to ensure the payments and balances are updated.
Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
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