Importing Batch Payment file

Importing Batch Payment file

In Retailer 3.2, a feature was introduced that allowed you to make batch payments to customers.
This can be done through the Batch Payment screen in Retailer.

The file needs to be saved onto your computer first. This can be any CSV file with the necessary information.
The CSV file must contain, at minimum, the Customer number as noted in Retailer, and it must have the payment amount.
See the bottom of this advice sheet for a sample file that you can use as a starting point of your own import file.

Setup

The following needs to be done to setup the import, if this is the first time you are importing a batch payment file.
Skip this section if you have previously imported batch payments for this type of file and nothing has changed in the file layout.

  1. From the main screen of Retailer, click on Customers at the top, and then Batch Payments.
  2. Click on Import at the bottom, and then Custom File Setup.
  3. The screen will show any previously setup import settings. Click Add at the bottom to add a new line of settings.
  4. In the line that appears, type in a name for the settings under 'Description'.
  5. Select the 'Payment Type' in Retailer to use for the payments. You may only select one payment type per import file.
    Click HERE for information on how to setup/add payment types.
  6. Leave the 'Delimiter' as Comma if it's already set that way. Otherwise, change it to Comma.
  7. Enter the column number for the Customer number in 'CusNum column'. E.g. this should be 1 if the customer number is in column 1 in the file.
  8. Enter the column number for the payment amount in 'Amount column'. E.g. this should be 3 if the amount is in column 3 in the file.
  9. Optional: You may also enter the column numbers for the customer first name, last name, email address, and transaction reference number, if you wish to see those on the screen during the import to verify the imported details are correct.
  10. Click Save at the bottom, and close out when done.
  11. You may also select different settings in here, and click Delete at the bottom to remove the line if you no longer need them. This can be useful if you have many settings and some are no longer going to be used in future imports.

Import file

The steps to import the file are as follows:
  1. From the main screen of Retailer, click on Customers at the top, and then Batch Payments.
  2. Click on Import at the bottom, and then click the name of the Settings setup in the section above. E.g. if you created settings called 'ImportTowerPayment' as the description, click this from the menu.
  3. Then, select the file from your computer, and click OK to import it.
  4. The customer payments will be shown on the Batch Payment screen, ready to be processed. It's a good idea to check and verify that details are correct before processing.

    • Related Articles

    • Batch Payments

      Retailer allows you to process a large number of customer payments (direct debits, cheques etc.) through a single screen called Batch Payments. To access and process Batch Payments: From the main screen of Retailer, click on Customers -> Batch ...

    • Importing Centrepay file

      Setting up CentrePay From the main menu screen of Retailer, click Customers in the menu at the top and then Batch Payments. Click Import and then CentrePay Setup. In Import Payment Type select from the drop down which paytype should be used for ...

    • Importing a Funko Pop Vinyls Stock File

      This is the advice for importing a Funko Pop Vinyls stock file. The stock file is embedded in this article. Do not try this with another stock file. The stock file included with this article has been tested. We know it works. Saving the Stock File ...

    • Importing a Hallmark Cards Stock File

      This is the advice for importing a Hallmark cards stock file. The stock file is embedded in this article. Do not try this with another stock file. The stock file included with this article has been tested. We know it works. Saving the Stock File ...

    • Importing a Customer File

      The Import Customer File utility can be used to import new customers. Existing Customers cannot be updated by this utility From the Main Screen of Retailer, click Utilities -> Import / Export Files -> Import Customer File In Customer File Type, enter ...