1. Create a data file in Excel with the following required fields:
- Record import ID
- Billing Schedule transaction date
- Billing schedule Category
- Billing Item
- Amount

2. Open administration and select "Import Records"
3. Create a new Billing Schedule import
4. On the General tab, mark the option to Import new records
5. Select the fields tab and map the fields
6. Click Import now

Review instructions on how to import. A sample file for importing billing schedules can be found here: Billing Schedules