Paid invoices in DTW

[Former Member]

Hello,

Is there a way to put the amount of an invoice in the field Paid/Credited using DTW?

Actually, is there a way to import paid invoices using DTW?

Thank you for your answer.

Thibault

[former_member184566 · Accepted solution]

Hi Thibault Romieu

As far as i know you would have to import the invoice then import the payment via incoming/outgoing payments to get that affect.

Remember that importing must follow the front end rules and there is no exception to this rule. Importing is actually posting financialy when it concerns things like this.

Hope this helps

[Former Member · Accepted solution]

Hi Louis,

Thank you for your answer !

I also thought it was like that, but I wasn't sure...

Now, the problem is I can't find what is the field Documents and Payments have in common to do the link between them when I will import the payments corresponding to the invoices.

Do you have any idea?

Thanks

Thibault

[former_member184566 · Accepted solution]

Hi Thibault Romieu

I can't remember how i did it last time. But try using the "payments" template in oIncomingPayments. There you'll see that in that template you can say the cashsum and the account, also document number.

Hope this helps

[Former Member · Accepted solution]

Hi Louis,

Actually, I have to use the template Payments_Invoices.

Thank you again, you put me in the good direction !

Thibault

[Former Member]

Do you have sample files for me to use and test with? Need the document and document lines files.email to pankaj@3pmarketing.com.au