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Import Payments to update Invoice balances

Updated: 04 December 2024 12:54:24 OpenCRM::Invoice OpenCRM::Activities

(Note: this has been added to the main/ published FAQ on invoices)

From the tools on the Invoice home page, there is an option to "Import Invoice Payments"

This allows you to import payment activities which will also update the outstanding balance of the invoices that they are linked to. 

Imported payment activities will be automatically linked to the company and contact of the invoice that they are linked to. 

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