Learn when changes in your accounting package will be processed in Payt.
An automatic import takes place usually once a day. This involves loading invoice data and linking invoice documents. If there has been a change in your accounting package during the day, this change will be imported during the next automatic import and will be visible in Payt once it's finished.
Please note: changes are only imported if the customer has any outstanding invoices.
Run a manual import
If desired, it is possible to start an import in between automatic imports. For administrations where a .CSV or .XML file is provided for the import, it is a prerequisite that a new .CSV or .XML file is available.
Open up Payt and click on 'Import' from the menu at the top.
Then click on the 'Import now' button. The import will start. Depending on the number of invoices, this could take some time.
View the daily import report
After the import, you can click on an import to view the import report. Here, you can see what changes were made during the import, and view any possible validation errors.