Morning all! Does anyone know if it's possible to run a csv import to apply existing customer payments to open invoices?
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Gregory
07/31/2023, 2:21 PM
Yes it is possible. ... I just forget all the steps... its like setup > import/export > import CSV Records Select the " Customer Payment" Record type... Umm I think you can use import assistant.
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Dylan Fields
07/31/2023, 5:56 PM
Echoing a yes to this and also not remembering lol.