Bulk Invoice account balance

This is a step by step guide to successfully bulk adding and removing invoice account balances from customer accounts.

1. Create and save a csv using this template BulkInvoiceAccountBalance.csv
   a. The file has to be entered in text values only
   b. You must enter a customer number
   c. Enter the invoice balance that you wish to add or remove from a customer account. If you want to remove balance then a minus symbol must be used e.g -20
   d. You must enter a valid store either vwshop or dmshop
   
   
2. Go to Telesales > Tasks > Bulk Uploader > Invoice account > Account balance
   

3. Click on 'Choose file' on details screen

   

4. Select the correct file and then click 'open'. 
   

5. You must then select a relevant reason code. Reference and description are optional the bulk tool will still work if they are not filled in.
   

6. Click 'execute task' 
   

7. To check the status click 'Jobs' if the option to click it isn't there then refresh the page.

   

8. You then click 'Details' and then 'Get report' on the job. If the job is showing as 'unknown' then keep refreshing the page because this means the job is still running
   

9. This will then load the job report which will tell you weather or not you were successful in adding/removing balance. Alternatively if it has failed to add/remove balance then it will also show you this and give you a reason why.
   
10. Some common failures you will see are "Customer not found" this will appear when the customer account doesn't exist. You will also get a failure if you try to minus from an account that has no invoice balance because it can't go lower than zero.