How can I import and export invoice payments?

How can I import and export invoice payments?


Not just Invoice payments, you can import and export any data into and out of Zoho Books.

To Import Invoice Payments,

  1. Go to Sales > Payments Received.
  2. Click on the Import Payments option from the actions drop down.
  3. You will be directed to another page where the data you wish to be imported needs to be uploaded.
  4. Data can be uploaded either as a CSV (Comma Separated Values), TSV (Tab Separated Values) or XLS (eXceL Spreadsheet) file from your hard drive. Also select the character encoding based on your import file and click on Next.

To Export follow similar steps to importing,

  • Click on the Export Payment option from the actions drop down.
  • A pop-up will appear with Invoice Payments already selected as the entity.
  • Pick a format in which it needs to be exported to your hard drive (CSV or XLS).
  • Click on Export

    • Related Articles

    • Zoho Bigin Import Records

      Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Pipelines, and Products modules. You can ...

    • How can I record multiple invoice or bill payments at once?

      Most of the time you choose to cover the payments due on multiple bills to a particular vendor in one go. Most of your customers may do the same in order to save time and hassle. In Zoho Books, you can record multiple payments associated with a ...

    • How do I receive payments online?

      Zoho Books supports several payment gateways that make it easy for you to receive your payments online. Once you integrate with a payment gateway, you can associate it with an invoice to receive online payments through it. Here’s how: Go to Sales > ...

    • How do I send out customized reminders for my invoice payments?

      Zoho Books offers both automatic and manual reminders, 1) Automatic reminders can be enabled automatically by going to Settings – More Settings – Reminders . Go to Automated Reminders and select ‘Turn On’. Upto 30 automatic reminders can be enabled, ...

    • What are the various ways to create an invoice?

      Invoices can be created from the following modules: Quick Create Button Use the Quick Create option in the top-left corner to go straight to the invoice creation screen. Items To create a new invoice with particular items, you can mark the checkbox ...