Use the "Customer Payment Journal Line" Data Entity
Navigate to Data Management > Workspaces.
Select Import and choose the "Customer Payment Journal Line" data entity.
Create a Sample Entry for Reference
Manually enter one receipt in the Customer Journal.
Export the journal using Data Management, filtering by the Journal Batch Number.
Use this exported file as a template to create multiple entries.
Prepare the Bulk Upload File
Add all customer receipts to the exported template.
Ensure all required fields (e.g., customer account, amount, payment method) are correctly filled.
Import the File
Go to Data Management > Import.
Select the "Customer Payment Journal Line" entity and upload your file.
Validate the data and process the import.
Use Excel Add-ins & Document templates
Create Customer payment proposal for generate the payments due for collection ( optional) If this helped, please mark it as "Verified" for others facing the same issue. Keep in mind that it is possible to mark more than one answer as verified.
You can upload Customer receipts in bulk through Data management (available under Workspaces), Data entity for importing the receipt lines is "Customer payment journal line".
I would recommend creating 1 line manually and exporting the Journal from Data management by filtering with specific Journal batch number, use the same Data entity "Customer payment journal line" for exporting. This one line can be used as a base to create other multiple lines. After you've added the other lines, Import the same file via Data management with Data entity "Customer payment journal line".
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