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To review history before importing transactions

Before you introduce third-party transactions into your iMIS data file, view the relevant payment history for items such as dues for a sample customer (one who will be affected by the incoming data).

  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 the History or Current button located at the bottom of the Billing tab. This is where your imported transactions should appear after the import process.

    Note: You can review the outstanding balances by printing the Open Items by Name report.

See Also

Using iMIS Dues Importer

To enable the iMIS Dues Importer module

To format data for import

Example Import File

To perform the import

To verify the import

To view open credits from import


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:28 PM
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