Contents

Payment Import Process

The payment import process imports payments and reversals that an agency or attorney submitted to your organization. AIM stores the import files in the location specified in global settings. For more information, see Specify General Global Settings.

To import a payment file, do the steps to Import a Payment File. If AIM processes the payment transaction successfully, and you set recall dates when you placed the account, AIM extends the recall dates based on the number of days allowed. For more information, see Add an Agency or Attorney.

AIM creates payment batches for the payment transactions. To update account balances, process the payment batches in Latitude. For more information, see the Latitude documentation.

If errors occur during import, AIM renames the import file with an ".errors" extension. AIM includes the error message in the file, after the last import record.

To view file processing history for an agency or attorney, do the steps to View File Processing History.

Payment Import Process

Related Topics