Previous Topic

Next Topic

To view open credits from import

If the payment amount imported was larger than the total outstanding balance for a customer, the amount of the overpayment automatically creates an open credit. To view overpayments by an individual:

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find the customer's record.
  3. Select the AR/Cash tab.

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 verify the import


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:51 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.