Get Help & Support

• For any kind of Assitance or Customization Requirement please drop an email on madeup5infotech@gmail.com

• If this module conflict with any other third party or custom module then we will charge for support.

For Demo

• You can send us an email on madeup5infotech@gmail.com, Will back to you within few time or Max 6 Hours of time.

Import and Reconcile Customer Invoice / Refund Invoice (Full/Partially) Payment Using Excel

Using this app to you can quick and easily Bulk Import and Auto Reconcile payment with Customer Invoices / Refund Invoices using Excel.

Access Rights Configuration

For access Import Sales Payment you need to give access rights to user. You have you to enable Allow the Import Sales Payment option after user can Import Sales Payment. For give access rights to user you can follow steps based on below images.

After given access rights to user, You can see Import Sales Payment menu based on following images,

Import Customer Invoice Payment

Following way to you can import Customer Invoice Payments using Excel.
For example, Following sales order's invoice we will paid.
Note: Invoice must be in Open stage.

For, Import Customer Invoice Payment / Customer Refund Invoice Payments file format should be as like you can see in below image.

After, Create record of the Import Sales Payment, then fill-up following required information.
1.Import Excel File: Select file which you want to import.
>> Note:Support only XLS / XLSX file.
2.Payment Date: Customer payment record will create based on selected Payment Date.
3.Payment Type: You have to select appropriate import payment type.
>> If you want to import Customer Invoice Payment then you have to select Customer Invoice Payment.
>> Or if you want to import Customer Refund Invoice Payment then you have to select Customer Refund Payment.

After selecting file, For verify and import file data you have to click on Verify File Data button to it will check any import data have an issue if found problem then it will give waring in Message columns of the verified and imported records.

After, Process payments and reconcile(paid) invoice for click on Process Payments button to it will process all imported payment record.

You can see following invoices are paid.

1. If you want to manually change amount of imported payment records then you can change it.
2. If you want to manually paid particular sale's invoice then you can click on it to you can paid them.
>> Also, This features is help you when getting warning in imported amount.

Import Customer Refund Invoice Payment

For, Import Customer Refund Invoice Payments you have to select payment type is Customer Refund Payment. Further process is similar as Import Customer Invoices and also file format similar as mentioned above.