Importing Invoice Payments Into Your TrulinX ERP
WebAlliance provides a path for Admin-level users to generate a file that will import invoice payments into TrulinX.
Generating the Invoice Payment Import File
You can access your Invoice Payments Admin page by navigating to Additional Modules > Invoice Payments from your Admin Home Page.
Once you select the invoices payments you would like to import by marking the checkboxes indicated above, click the button labeled "Generate Cash Receipt Batch File". This will download the CSV file required by TrulinX to facilitate the import of invoice payments.
Once you have downloaded the import file, import it into TrulinX as soon as possible. Downloading an invoice for import closes the invoice ON YOUR ADMIN PAGE ONLY. To your customer, the invoice will not appear paid until the file is imported into TrulinX. This can have unintended consequences.
Importing Invoice Payments Into TrulinX
Once you open the Cash Receipt Batch Import Transaction tool, use the "Textfile Path" option to select the .csv file you downloaded in the previous step. Once you are confident the details in the import are correct, select "Post".
Like anything, the version of your ERP can affect the ability to perform this import. If you have any questions, feel free to contact us.