Adding payments to the system and linking them to invoices is a standard step when tracking finances. In Insly, one option of how to add payments to the system is to import them.

Importing payments

To import payments, you need either a standard payments file or SEPA payments file. This can usually be downloaded from your bank.
Once you have the file, go to Invoicing -> Payments and open the "Import Payments" tab. Here you can see all the previous imports listed.

To import a new payments file, click on "Import standard payments file" or "Import SEPA payments file" button and upload the file. You can also see example payments files once you click on either of these options.

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