Morning all! Does anyone know if it's possible to ...
# general
b
Morning all! Does anyone know if it's possible to run a csv import to apply existing customer payments to open invoices?
g
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.
d
Echoing a yes to this and also not remembering lol.