Importing Centrepay file

Importing Centrepay file

Setting up CentrePay

  1. From the main menu screen of Retailer, click Customers in the menu at the top and then Batch Payments.
  2. Click Import and then CentrePay Setup.
  3. In Import Payment Type select from the drop down which paytype should be used for CentrePay payments.
  4. (Optional) To add a CentrePay Reference to a customer click Add.
    1. Enter the Retailer customer number or press ENTER in the keyboard to search for the customer then type the CentrePay then click save.
    2. Repeat until all customers are added.
You do not need to add reference numbers to customers in advance - you can match unknown numbers to the correct customer while importing a payment file.

Importing File

  1. Save the Centrepay file to an easy-to-find location on your computer. (Desktop, downloads etc,)
  2. From the main menu screen of Retailer, click Customers in the menu at the top and then Batch Payments.
  3. Click Import, then Import CentrePay File
  4. Select the file you saved earlier and click Open.
  5. If a customer already has their CentrePay reference in Retailer (in Setting up CentrePay at the top), it will automatically match the customer to the payment. If there is an unrecognized CentrePay reference, Retailer will prompt you to select the correct customer. Once you match a customer to the CentrePay payment it will record the CentrePay reference against the customer automatically.
  6. Once all the payments have been assigned, you can click on Change Payment Types and select the payment type to change it for all payments. You can manually change individual payment types by clicking into the grid. You can also add transaction notes or cheque details to individual payments by clicking into the appropriate columns.
  7. Click Process to finalise the payments.

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