Creating Payments

The Bulk Manual Payment Recording feature allows our clients to record manual payments across multiple customers in a single batch job process.  You can use this feature whenever you need to record multiple cheques or wire transfers across your customer base and want to save time by not needing to manually record each payment on each customer individually.  

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. This file will contain the structure required to import or edit the bulk action. Note that you may be required to specify additional information based on the type or action of the Bulk job. Select include invoice allocation columns to apply the payment to a specific invoice in Stax Bill.
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: