Creating payments

Use a payment import when you want to create new BigCommerce B2B Edition invoice payments in bulk.

You can download a minimal payment creation example and use it as a starting point.

Required fields

To create a payment, leave the ID column blank and provide these fields on the Basic sheet:

Field	Example value	Notes
External ID	18746718	Required when creating payments. Shift uses this field to match payment rows across the sheets in the import file.
Currency	GBP	The payment currency code.
Company ID	12591311	The B2B company ID that the payment belongs to.
Memo	Test	The payment memo.

Then add at least one row on the Line Items sheet:

Field	Example value	Notes
Payment External ID	18746718	Match this to the External ID on the Basic sheet.
Value	89	The amount to apply to the invoice.
Invoice ID	11065519	The B2B invoice ID to apply the payment to.

Helpful fields

The minimal example also includes commonly useful fields:

Field	Example value	Notes
Payer Name	Cash	The payer name or payment source.
Processing Status	Completed	The processing status for the payment.

tip

Payment line items are required for payment creation because they tell BigCommerce which invoice balance the payment should be applied to. Line items can be added or updated by import, but they cannot be deleted or replaced.

Import the file

1. Choose Payments in Shift.
2. Start a new import.
3. Upload your payment spreadsheet.
4. Map the Basic and Line Items columns to the matching payment fields.
5. Validate the import.
6. Start the import once validation passes.

For all supported payment columns, see the Payments template.