If you have existing data of the customer list or outstanding balance of your customer, you can import your customer with outstanding balance into the Localizebook system by using the Import Customer & AR function. This below is the procedure and steps of the Import customer list and A/R balance.
Go to Import Customer into Localizebook system:
1.Go to the Accounting menu.
2.Click on Import > Import Customer.
3 .Click on Click this link to download the working template.
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4.Fill in the information for each function and save your excel file.
- Enter customer’s names and customer code is your optional. The customer name can’t be duplicated.
- INVOICE_NO: The number of transaction references.
- INVOICE_DATE: Date of your transaction. The date is required.
- OPEN_BALANCE: Enter your outstanding balance here. If you don't have it, put it as zero (0).
- Customer’s contacts and other info, it is not compulsory. In this info is except only the credit limit, if you don’t want to set a credit limit, put it as zero (0).
- The credit limit is a limit amount that you set for selling your product to your customer.
- Enter your customer’s tax identification number (VATTIN). In all this info if you don’t have, keep it blank.
- Fill in the full address. In all this info if you don’t have, keep it blank.
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5.After filling all the information please back to the system:
- Click on Browse File and select the template with your customer’s data. If data is loaded, you are ready to import. But if there is any error, messages will be shown.
- Click on Import to take all your customer’s data into Localize.
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