- You must generate your own .CSV (comma-separated values) file. You can do this in a spreadsheet application, such as Excel. For more information on formatting the file, see documentation at the following web address: http://www.schedulemaster.com/SM_Billing_Invoice_User_Guide.pdf
- Name the file Stmt_Customer.csv.
- Then you can choose the file for upload from 'Billing Admin >> Stmt Upload'. You will see a message that indicates when the file is received. Later you will receive an email indicating if there were errors in the upload file.
How do I upload customer statements?
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