#Kb invoicer code#

Settings > Import Data > Import CSV Files > Enter in your Username & Password (Please note if you have specified an alternative API Password you would need to use it here) > CSV > Invoice Payment > Upload your file > Tick the box ‘ My first row contains column headings if appropriate > Use the drop downs to map the file > Import Invoice Received Date: Enter the date you received the invoice from the vendor. Invoice Date: Defaults to today's date, but should be replaced with the date on the vendor's invoice.

Primary Information: Fill out the following fields. Payment Method – this is the method that the Customer paid you – it must already be defined in your Payment Methods – i.e. On the search bar, Search for and select Create Supplier Invoice Request - Task.Payment Note – this can be a note regarding the payment – i.e.

#Kb invoicer code#

Paid Account – this is the Nominal Code of the Bank Account that the Payment was paid into, the Nominal Code is available in your Chart of Accounts – i.e.

The other optional fields you can have are listed below, along with a description, how it should be formatted and example text:

Paid Amount – this is the amount that was Paid against the Invoice, it must be a number to a maximum of two decimal places and not include the currency symbol– i.e.

Paid Date – this is the date that Invoice was paid, it must be in DD/MM/YYYY format – i.e.

Invoice Number – this is the invoice number that the payment will be applied to – it must be a number and already exist in KashFlow– i.e.

The Invoice Payments import requires three critical fields Important note: Before importing Invoice Payments you will need to create your invoices or import them in to KashFlow.