Importing Auto Payment

1. Go to the A/R module

2. Click on the Import tab

3. Click the Import button

Open

A pop up window will appear asking for the Import File. The Import File needs to be in CSV format.

4. Highlight the desired file to import

5. Click Open

Open

A confirmation will appear letting you know the file has been imported. At this point if there’s any incorrect entries within the file you’ll be notified at this time.