How to import payments from Fintech
Given a payments export from Fintech, it should have columns
- Invoice Number
- Process Date
- Invoice Total
To upload this file:
- Go to the Orders tab
- On the left, click on Accounts Receivable > Manage
- Click on the Payments: Applied tab
- On the left, click on Manage Import Payment Batches, then on the left again click on Upload New Batch
- Then click on the Fintech tab and follow the instructions