Any way to import customer payments??


G

groov

Hi there,

We're dealing with hundreds of customer payments a week, having to do each
one by one is very very slow.

Does anyone have a way of importing these payments into MOA 2009? I#m happy
to buy in software if anyone has done this.

Basically we get lots of payments from Paypal and from Sagepay. All I want
to be able to do is is say to MOA

Import Payments like this CSV file or similar.

Invoice number, amount, payment type, nominal code to pay into, reference

And it should mark the invoice as paid

Help!

Thanks

Groovico
 
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I

icreateofx

groov - you can convert your paypal csv download to ofx and then import the
ofx using iCreateOFX Basic.
The resulting OFX will have the PayPal transaction charges included too.
Download it from : http://icreateofx.co.uk/Convert-CSV-to-OFX

As for Sagepay, you can submit the file layout to have a script written for
it.
 
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Basically we get lots of payments from Paypal and from Sagepay. All I want
to be able to do is is say to MOA
Groovico
If you use Windows to convert PayPal CSV or QIF files to OFX for import into any financial management software, try iCreateOFX PayPal OFX Converter (do a google search for it)
 
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HI
Paypal covered above.
Let me know if you have trouble with the SagePay script. I can't fix that, but have an alternative solution. It is host-based so there is no software to purchase, but because Sage is 'closed' for integrations you would need a different processor, of which you can choose almost any.

This information can all be collected at the time of the sale: Invoice number, amount, payment type, nominal code to pay into. I'm not sure what the reference is- auth code?, but custom fields are available. You can export the data via CSV or an API is also available.

Christine
 

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