Overview

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Payments and Deposits can be set on Zoey Orders automatically through Data Mappers!

Rules for Importing Payment and Deposit Transactions

• Payments and Deposits can only be imported through a Data Mapper.

A Payment must be applied to one Invoice through the Import. You can create multiple payments for the same Invoice, and for Invoices across Orders.

• Only Offline Payment Methods like banktransfer and checkmo can be used on your import.
• A Payment must list an Order Number and an Invoice Number.
• The Payment Type is for a Payment is "Payment".
• If Payment Date is blank, the current date and time will be set as the Paid At.

Deposits

A Deposit can be created and applied to an Order which is not Invoiced.

• Deposits can only be created through Import if there are no Open or Paid Invoices.
• Deposit rows need an Order Number, but should not have an Invoice Number.
• The Payment Type for a Deposit payment is "Deposit".

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The Deposits created by this import are considered Unapplied Deposits since they are not yet applied to an Invoice.

Payment & Deposit Import Template

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Click Here to Download this Template as a CSV File.

Use its format to import Payments and Deposits to your Orders automatically through Zoey Data Mappers!