Import Receipts On Books

Example of Importing Item Sales (On Books)

Item has SKUS(and Options if applicable):

File Example:

Any difference in the Total and Payments amount will be charged to the student’s account.

Start Import: Tools>Import Tools>Import Receipts.

1.Choose Item Sales

2.Enter Description of file to be imported (this will show on screen to print after import is complete).

3.Choose File to import.

4.OPTIONAL: Assign Item/Ledger Account/Fundraiser from screen.

5.Press Import Button

System will validate import then complete process:

Once upload is complete, page may be printed for record keeping:

Receipts appear in Item Sales Report, Fundraiser Report and Account Statement:

Receipts waiting to be batched into Deposit in Make Deposit Screen:

Inventory before sales were uploaded:

Inventory after sales uploaded: