1. Select Main Menu > Customers > Receive Customer Payments
2. Click the Import Button
3. Review the technical file specifications if needed and click Continue when ready to proceed.
FreightWare uses a comma delimited (.csv) file for importing customer payment information. The structure of the file should be:
Check Date, Check No, Check Amount, Invoice Number, Amount Allocated.
The file should look similar to the following:
9/18/06,123,7000.00,00259,15.67
9/18/06,123,7000.00,00113,750.00
9/18/06,123,7000.00,00504,2734.33
9/18/06,123,7000.00,00503,3500.00
*Note: Do not use any formatting on the amount fields such as dollar signs ($) or commas (,)..
*Note: Do not use any formatting on the amount fields such as dollar signs ($) or commas (,)..
4.Select the file to import and click the Process Button.
Note: The upload files must be in your C:\Program Files\Artronix\Uploads\ folder.
5.When the file is finished processing you can print the Applied Payments Report to show you how the payment records were applied.
6. Repeat steps 2 through 5 for additional files. Click the Done Button when finished importing Customer Payment Advices.
