1: Access Invoices
From the left-hand navigation menu select Invoices.
2: Open Import Payments
In the top right corner, select Actions in the top right-hand corner.
From the drop-down menu, select Import Payments.
3: View Instructions
A pop-up will appear.
In the bottom left corner, select Instructions to view details on filling out the template.
4: Download Template
In the bottom right corner of the pop-up, click on Download Template.
An Excel document will download to your laptop with pre-filtered invoice references that have not been mark as paid.
5: Fill Out the Template
Open the downloaded Excel document.
Enter the following information for each invoice:
Payment reference
Comments
Payment date.
Save the document back to your computer.
6: Upload the Document
Return to the platform.
In the pop-up, click on Click here to upload.
7: Select and Upload File
Find the saved Excel file on your computer.
Upload the document.
8: Validate Document
The platform will validate the uploaded document and all payment data.
9: Confirm Data and Import
Review the data displayed to ensure accuracy.
If everything is correct, click the Import button in the bottom right of the pop-up.