Import Payment
The Payment Record Type is used to import Client Payments
into Collect!. The Payment form is used to record payments
received from clients and charges posted to the client's
account. You can use information from the data source, or
create a Payment based on defaults that you set in the import
map's Import Record Definition for the Payment.
The functionality needed to import Payments
is enabled in Collect! Version CV11.4 Build 3.1 and newer.
Select the Payment Record Type to view a list of all the
Payment fields that may be referenced in an import
routine. Be sure to include the "Client" field in your
import map. This is a virtual field that connects the
Payment to the correct client.
View Payment Fields
Collect! ships with a sample import map for
importing and exporting Payments. You can
also download this from the Collect! Member
Center.
Download Client Related Records Transfer
To post payments or charges to a Debtor's account,
use the Transaction Record Type.
View Field Lists
Click on the links to view tables of Field Types for the specific
Record Types that Import/Export processes. These tables
give additional information, such as the exact fields and forms
in Collect! referenced by each field type, the type of data in
the field, and the size of each field.
View Accumulator Fields
View Attachment Fields
View Client Fields
View Client Attachment Fields
View Client Contact Fields
View Contact Fields
View Debtor Fields
View Debtor Cosigner Fields
View Notes Fields
View Payment Fields
View Transaction Fields
View Phone Fields
See Also
- File Format Specification
- How To Use Import/Export
- Import Menu
- Export Menu
- Import/Export Topics
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