Related Information Examples & Tutorials
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Import Payment

The Payment Record Type is used to import Client Payments into Collect!. The Payment form is used to record payments received from clients and charges posted to the client's account. You can use information from the data source, or create a Payment based on defaults that you set in the import map's Import Record Definition for the Payment.

tip.gif The functionality needed to import Payments is enabled in Collect! Version CV11.4 Build 3.1 and newer.

Select the Payment Record Type to view a list of all the Payment fields that may be referenced in an import routine. Be sure to include the "Client" field in your import map. This is a virtual field that connects the Payment to the correct client.

View Payment Fields

tip.gif Collect! ships with a sample import map for importing and exporting Payments. You can also download this from the Collect! Member Center.

Download Client Related Records Transfer

tip.gif To post payments or charges to a Debtor's account, use the Transaction Record Type.

View Field Lists

Click on the links to view tables of Field Types for the specific Record Types that Import/Export processes. These tables give additional information, such as the exact fields and forms in Collect! referenced by each field type, the type of data in the field, and the size of each field.

View Accumulator Fields

View Attachment Fields

View Client Fields

View Client Attachment Fields

View Client Contact Fields

View Contact Fields

View Debtor Fields

View Debtor Cosigner Fields

View Notes Fields

View Payment Fields

View Transaction Fields

View Phone Fields

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See Also

- File Format Specification
- How To Use Import/Export
- Import Menu
- Export Menu
- Import/Export Topics

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