Attach Invoices to Payment Instructions

Attach Invoices to Payment Instructions

After creating a payment, the payment is moved to the 'Pending' Page for signatory approval.


There you can upload and attach invoices to any payment - This will reduce any delays in your payments.


Follow these steps to attach invoices to your payment instructions:

1. Go to 'Payments'
2. From the dropdown, choose 'Pending'







3. Open any payment you like by clicking on the small arrow







4. Click 'Add Document'







5. Select Document Type and add a Description
I.E
Invoice - Document Type
July Invoice - 10,000USD





6. Click 'Choose File' in order to upload the required document
7. After choosing the file you will see the name of the document chosen





8. Click ' Upload'






9. Repeat the steps if you have further documents to add




10. He is a short video example:


















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