Customer Receipts Import

Big Business includes a Customer Receipts Import, useful for:
• batch processing of recurring credit card charges
• coordinating orders and payments for online sales

Big Business 9.6 adds options for Auto-Applying the imported receipts:
• Auto-Apply
• Invoice Search
• Do Not Apply

This Solution describes this feature. (6218)

The Customer Receipts Import lets you import customer payments.

Customer Name finds customers by Listing, Code, or Company Name, or uses a Default customer.

Use the Auto-Apply pulldown to choose how payments are applied to Invoices:
• Auto-Apply - Amount, Discount, and Finance Charge are automatically applied to Invoices in chronological order (oldest first).
• Invoice Search - use an Invoice Search to find only the Invoices you want to applied
• Do Not Apply - leave payments unapplied