Can I bulk import resident back balances or credits?

How Do I Import Household Wallet Balances and Invoices via CSV?

The same import file can bring in both negative amounts (which automatically create and e-mail one-off invoices) and positive amounts (which become Household Wallet balances/store credit that members can use to pay regular or one-off invoices).

Note: If you import a negative amount for a specific Household, do NOT also create a manual invoice for that amount — doing so creates duplicate billing.

 Steps

1. Click the Households tab, then the Households tab below it, to reach the HOUSEHOLDS window.
2. Click Households Actions to open its dropdown menu.
3. Select Import Invoices or Balance to begin.
4. In the HOUSEHOLD WALLET IMPORT window, click +Import Household Transactions.
5. Click Download Import Template to get the CSV template.
6. Fill in the template:
   • Positive values create Household Wallet balances (credit).
   • Negative values create and send one-off invoices.
   • The Notes column is optional.
   • Enter True/False, Yes/No, or 1/0 in the Is Paid field on negative amounts to have the resulting one-off invoices automatically marked Paid.
7. Click Browse to select your completed file. The IMPORT WALLET DATA window shows the selected filename.
8. Enter payment Terms and set the Due Date — these settings apply only to negative amounts that become one-off invoices.
9. Click View Summary to upload the file and let the system review your data.
10. The HOUSEHOLD WALLET TRANSACTIONS IMPORT SUMMARY window shows how many records will or won't import successfully.
11. If the summary looks correct, click Import to finish. Click Close instead if you need to adjust your import file first.