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To verify the import

To verify that your transactions have correctly posted to your iMIS data file, view the relevant payment history again for your sample customer:

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find the customer's record.
  3. Select the Billing tab.
  4. Click History and compare the contents of the History view, where the imported transactions should appear. Note whether the Paid Thru date advanced.

See Also

Using iMIS Dues Importer

To enable the iMIS Dues Importer module

To format data for import

Example Import File

To review history before importing transactions

To perform the import

To view open credits from import


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:50 PM
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