PSA A/R - Import: Can transactions be imported into the Accounts Receivable module?

Can transactions be imported into the Accounts Receivable module?

No, neither payments nor invoices may be imported into the Accounts Receivable Module.

Payments must be entered individually. 

Invoices must also be entered individually. However, there is an option to memorize the invoice transaction template. If you have invoices that are recurring, you can memorize the invoices, then use this function to create your invoices each month.

 

 

 

 

 

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