We are currently using Sage, and uploading customer payments via an Excel file. The problem that we have, is that the customer payments are not allocating to the invoice outstanding in the customer account. When we upload the Excel file into Sage it has a reference and that references the same as the invoice number, Sage puts them together but then we need to physically go in and match the payment via the customer receipt. We wanted to upload an Excel file that would automatically, mark the payment as paid. We can show this to you in more detail by sharing the screen.
Would you be interested in helping us by developing some sort of add-on, that would do this process for us on Sage?
Absolute Translations Ltd