This feature is available with the Advanced license. Contact Support to enable this feature in your site. Contact the Client Success Team with any questions about your license.
Payments can be imported into your site in a batch by downloading and completing a template, and then uploading the template in your site.
- Click Tools in the upper navigation bar, and then click Payment Tracking.
- Check the box for each request that will have payments entered.
- Click Batch Actions, and then Click Download Template.
- Open the template, fill out the necessary fields, and then save it to your computer.
- The required fields are the following.
- Payment Amount
- Payment Date
- Check Number
- The required fields are the following.
- Click Tools in the upper navigation bar, and then click Import Data.
- Click Upload a File and upload the completed template.
- Click Validate.
- If any issues are found, correct them on the template before uploading it again.
- If any issues are found, correct them on the template before uploading it again.
- Click Upload Payments.