Step 3 - Importing Customer Payments into Pastel
Customer Payments: Customer Receipts
Creation Date: Apr 16, 2025
Created By: Aidan Quin
1. Click on Reports followed by Accounting
2. Click on Customer Payments
3. Select a date range followed by Apply
4. Select the Period
5. You can filter the payments types so you can import the receipts into the correct cashbook account.
6. Enter the Cashbook Account Code that you are importing for in "Contra Account"
7. Click on Download TXT
8. Click on Cash book followed by Process Cash Books
9. Click here to choose the account
10. Make sure you click on "Receipts" Tab
11. Click here
12. Click Batch then Import
13. Click here
14. Double click here
15. Click here
16. Your receipts should be imported and you can now update the batch
17. Click here
18. Here is how the imports will be shown on Pastel
# Repeat the process for other Cashbook Accounts
For other accounts, go back to Evolv and select/de-select the payments types and repeat the imports for other Cashbook Accounts
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