File Attachments for Transactions

Your financial institution may request documentation for a specific transaction, or you may want to include a letter or email from the customer. You can attach a document, spreadsheet, or image file to any transaction (invoice, credit memo, or debit memo) before or after you submit it. You can also add attachments for posted payments.

If a transaction already has an attachment, click its attachment (paper clip) icon to open the Transaction Attachments popup, where you can add, delete, or view all attachments. (You cannot delete an attachment for a transaction with a status of Approved, Funded, or Repurchased.)

Maximum file size is 15 MB. Acceptable file types are: .jpg, .gif, .tiff, .png, .bmp, .pdf, .txt, .csv, .doc (Word® document), .docx (Word document in newer format), .xls (Excel® spreadsheet), and .xlsx (Excel spreadsheet in newer format).

  1. From New Transaction, scroll down to Unsubmitted Transactions.
  2. Click the action icon for the transaction to which you want to add an attachment.
  3. Choose Add Attachment.
  4. From the Add Attachment popup, choose your file attachment method:
Method Action

Find a file
  1. Click Browse/Choose File to find the file in your system. A browsed-for file keeps its existing name.
  2. Optional: Enter a description.

Capture an image
  1. Copy and paste any image from your system’s clipboard (e.g., Snipping Tool, Snagit®, etc.).
  2. IMPORTANT: Use the Description field to accurately describe the pasted image. Why? A copy/pasted image has a system-assigned file name (pastedImage.png). Since every pasted image has the same file name, only the Description can be unique.

NOTE

You may need to change some “Copy to Clipboard” settings in your capture tool. If you use your keyboard’s Print-Screen or ALT-Print-Screen options, everything on the screen is included, which may not be optimal.
  1. Click Attach File.
  2. Note the file in the Attachments list.
  3. Optional: To add another attachment, click Add and repeat steps 4 - 6.

You can upload a multi-page PDF and map specific pages to individual transactions to create transaction-level PDFs so your financial institution can view them in Funding Center.

Mapping Attachments to Invoices

  1. From any transaction list, click a transaction's Number to view Transaction Details.
  2. From Transaction Details, click Add in the Attachments section.
  3. From the Add Attachment popup, choose your file attachment method:
Method Action

Find a file
  1. Click Browse/Choose File to find the file in your system. A browsed-for file keeps its existing name.
  2. Optional: Enter a description.

Capture an image
  1. Copy and paste any image from your system’s clipboard (e.g., Snipping Tool, Snagit®, etc.).
  2. IMPORTANT: Use the Description field to accurately describe the pasted image. Why? A copy/pasted image has a system-assigned file name (pastedImage.png). Since every pasted image has the same file name, only the Description can be unique.

NOTE

You may need to change some “Copy to Clipboard” settings in your capture tool. If you use your keyboard’s Print-Screen or ALT-Print-Screen options, everything on the screen is included, which may not be optimal.
  1. Click Attach File.
  2. Note the file in the Attachments list.

Attachments for payments (notes and check images) include information that may be useful in research for open credits.

Best practice: Your business is the primary audience for payment notes entered by the processor based on customer remittance documents. Be sure one or more contacts at your business are set up to receive automated email notifications when payments with notes are posted. Contact your financial institution to set up or discontinue notifications.

Applying Credits and Debits

Assigning a Customer for Credits in SUSPENSE

About Notifications

About Payment Sources