Can we import payment information into Invoices?

I see where you can import complete "invoices" in the Invoice pgm. We are automating Credit Card processing and the only step it appears we can't automate is the application of the CC payment information on the actual invoice to show a payment being made and applied to the invoice.

We email over 99% of our invoices and recurring invoices generally have a Credit Card on file for payment. We want to send a "Paid" invoice to the customer.

Hi Kay,

The Adagio Invoices import batch function does not currently provide the facility of including payment information. Adagio Invoices is the last module without a customizable import/export template feature. When that is implemented, you should see payments available. There is no current time frame for this.

Hello Kay,

You can import the cash receipt separately into Adagio Receivables. You just cannot include the payment in the dagio Invoices import file at the moment.

Thank you for the response BUT for our customers that pay by Credit Card, we are sending out "Paid" invoices showing the CC authorization.

I will gladly wait for the import to be available. By the way, let me be a little more specific - in our case, I need a "Payment" information only import. Our invoices are recurring and generated from an Archived Batch. If the import gets combined with the invoice import, I hope that it will not over-write the Invoice data already present in the live batch.

I would love it if we could apply credits from AR but I know that cannot and will not happen because there are 2 different concepts at play.