How do I upload customer statements? Heidi, Time Sync December 08, 2017 18:49 Updated 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. Related articles Management time edit and reconciliation Lesson 5: Batch Invoicing of Miscellaneous Charges Download of invoices from TM to Quick Books Desktop (beta) Reports - custom reports and other reports Comments 0 comments Article is closed for comments.