Batch Transaction Upload

Transactions can be created in a batch from a spreadsheet upload.

Uploads are formatted as a CSV (text) file when you save your spreadsheet.

The most common way to create the spreadsheet is to start with a download of member data. Use the first tab on View Members to filter the member classes that will be invoiced, or any other filter, e.g. unfinancial members. On the download tab, select “Use database field names”.

Edit the resulting spreadsheet, removing all columns except for membernumber. Add two columns headed “amount” and “description” (without the quotes). Your spreadsheet is now ready to upload. You can create Invoices, Credits or Receipts in the batch, and for invoices and receipts an email can optionally be sent for each transaction generated.

Be careful: there is no “undo”.