Summary
The practice management system PracticePro365 (PP365) includes a built in payment import tool. Payments made through Aiwyn to invoices are provided to your firm in a report, which you then import into PP365 in order to allocate the invoice payments to the invoices in your PP365 system.
Included in this article:
Steps to import and allocate
- In your email, download and save to desktop the Invoice Payment file
- Also in your email, open the "Batch Amount" file so that you know the total Invoice Amount Batch
- Under "Billing/AR" module, go to Accounts Receivable > Batches
- Click "new"
- Select batch type as Payments
- Put in the Batch Amount
- Click Save
- Back under Unposted Batches, a new batch number will show
- In the Invoice Payment File, put the batch number onto all rows, save file
- In PP365 > Business Management > Settings > Data Management > Imports
- Select Import Data
- Choose the file, click Next > click Next
- Choose "Aiwyn Payments", click Next
- Click Next
- Go to the Unposted Batches again
- Select the batch and click "edit"
- Click Post Batch, choose the date, click Post Batch
- Go back to Business Management > Settings > Data Management > Imports
- Select Import Data
- Choose the file, click Next > click Next
- Choose "Aiwyn Payments Application", Click Next, Click Next
- Payments will be applied and posted