This user manual follows MyAccount format for the navigation side menu. Please contact Support (Heartland Support / Payments Manager+) to enable/disable MyAccount format.
Step 1
From the Metrics Dashboard, click Payments+.
Step 2
Payments+ sub-module will appear. Go to Invoices and select Manual Invoices.
Step 3
Click the Import Invoices button.
Step 4
Import Records slide-out modal will appear.
Step 5
Click Upload CSV and select invoice non-default file from your computer.
To guarantee that your Invoices are imported to the system, please take note of the upload capacity per file: up to 500 records only.
Step 6
Once file has been processed, Column Mapping slide-out modal will appear.
Step 7
Match system fields to columns from uploaded .csv file.
NOTE: If Paid column has been populated, Date Paid will automatically be a required field.
Step 8
Click Save Mapped Columns button.
Step 9
Click Upload button after reviewing and confirming records to import.
NOTE: Take note if there are duplicate files or missing required fields. Records for duplicates and missing required fields will not be imported.
Make sure that invoice numbers from the imported .csv file are all unique as the system will flag it as a duplicate record.
Step 10
You will receive a prompt to confirm importing file. Click OK.
A success message will appear once uploaded file has been successfully added to import queue.
Step 11
Click OK and refresh the page.
Step 12
View the list completed imports by clicking the button as shown below.
Step 13
Click the completed import to view the results.
NOTE: This can only be reviewed once. Completed imports button will disappear once there is no pending imports to review.
Comments
0 comments
Please sign in to leave a comment.