1. ADDITIONAL SETTINGS

Click on "User" and select "Aditional settings"

2. IMPORT TEMPLATE SETTINGS

Before importing payments, a new template should be created by defining the importing settings

1. SELECT IMPORT PAYMENTS

2. CLICK ON THE ICON +, TO CREATE A NEW TEMPLATE

3. ENTER THE TEMPLATE'S NAME (DESIRED NAME)

4. SELECT THE TYPE OF PAYMENT, WHICH SHOULD BE IMPORTED

5. ENTER THE NUMBER OF ROWS, WHICH SHOULD BE IGNORED DURING THE IMPORT (DESCRIPTION ROWS)

6. ENTER THE LETTER OF THE COLUMN FROM THE EXCEL FILE IN WHICH THE NUMBER OF THE INVOICE USED FOR IMPORT IS DISPLAYED

7. ENTER THE LETTER OF THE COLUMN FROM THE EXCEL FILE IN WHICH THE INVOICE DATE IS DISPLAYED

8. ENTER THE LETTER OF THE COLUMN FROM THE EXCEL FILE IN WHICH THE AMOUNT IS DISPLAYED

9. SAVE SETTINGS

When the template is added and the settings are entered, the payments can be imported from the pre-made Excel file.

1. SELECT THE TEMPLATE WHICH SHOULD BE USED (If there are different formats of Excel table for import, various templates can be created)

2. BY CLICKING ON "SELECT...", DOCUMENT FOR IMPORT CAN BE SELECTED

3. CLICK ON IMPORT

If the import was successful, the result of the import will be displayed

An example of importing payment to the invoice: