Hi,
Is there a way to bulk import, via spreadsheet, credit notes?
We use this for our invoices and it’s great but it won’t do it for credit notes which causes a lot of extra admin. When the amount is negative it just throws up an error.
Cheers,
Karl
Credit notes are a bit more complicated than invoices as they usually have a parent invoice that they need to link to. For this reason it’s not simple to import on a spreadsheet.
Did you want these credits to be refunded to a bank account or held as a client balance?
Yea I figured it would be something like that.
No we just refund them back to a bank account.
If you’re refunding them back to the bank account you could import the spreadsheet to the bank account and tag the refunds from there. Tagging refunds unfortunately can’t be done in bulk but the import process will at least drop in all the transactions you need. Not sure, may be a bit faster for you?
Thanks Glenn but the refunds come through in batches (as it’s Elavon the payment processor and they just transfer net funds every 3 days).
It’s a shame you can’t create a batch import for this.
Do Elavon not provide a CSV statement? This should be uploaded to a merchant account in the banking area. How many refunds in one batch?
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