Editing Payment Status Details

The Bulk Edit Payment Status feature allows our clients to update the settlement status of a payment.    

To access the Bulk Payment Import feature,  complete the following:

1.  Navigate to Jobs > Imports.
2. On the Import page, click Create Import.
3. On the Bulk Import window, select an Import Type; then select an Import Action and click Next. 
4. On the Choose an Import File window, click Choose File to select a file. If you do not have a file with the proper format, click Export starting data file. You can filter on date range and payment type to download the appropriate data set.
5. Edit the starting file with the values to be updated and save. You will need to delete the descriptions in row two.
6. Click Choose File to upload the edited starting data file and click Upload File.
7. The file will be validated for structure. Click Record Validation.
8. The Record Validation window will display the number of records processed and any errors encountered. Click Import Validated Records.
9. On the Import Complete window, processed records and any errors will be displayed. 
10. The job will be initiated and depending on size may take a few minutes to complete. Click Close.

Required CSV Format: