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Thread: Looking for credit note csv template to import into Pastel

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    Question Looking for credit note csv template to import into Pastel

    Hi.

    Like the title says, I'm looking for a csv template that I can use to import credit notes generated from an external source into Pastel. I found some info here but can't get it to work. Ultimately I need to generate a credit note export CSV that will be downloaded from a website and imported into Pastel by someone else.

    Thanks.

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    Its not working because your using the GL/Cashbooks layout. You need to use the Customer Documents Layout.
    On the menus click Help...Pastel Help
    Click on the search tab and search for this: Import/Export File Layouts - Customer / Supplier Documents
    Select the last search result.
    This is the correct layout.
    You are also not importing from the correct place...
    Open Process Customer documents and select credit notes...
    At the bottom of the screen click the batches button...this will allow you to select the import file.

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