Import Payments from Fintech

How to import payments from Fintech

Given a payments export from Fintech, it should have columns

1. Invoice Number

2. Process Date

3. Invoice Total

To upload this file:

1. Go to the Orders tab

2. On the left, click on Accounts Receivable > Manage

3. Click on the Payments: Applied tab

4. On the left, click on Manage Import Payment Batches, then on the left again click on Upload New Batch

5. Then click on the Fintech tab and follow the instructions