Attaching documents to payments

You can attach any relevant files to a payment. You can attach files that are in any of the following formats: .pdf, .doc, .docx, .xls, .xlsx, .csv, .txt, .png, .bmp, .jpeg, and .jpg.

1. There are two ways to attach a file:
   
   • Locate the file, and then drag the file into the attachments section.
     
     
     
   • Click anywhere in the attachments section. In the window that opens, locate the file you want to attach, and then either double-click on the filename, or select it and then click Open.
2. To help identify the attachments, you can add a reference and comments to each file. Click EDIT INFO on the attachment icon, complete the Reference and Comment fields, and then click SAVE.
   
   
   
   The information you enter will be displayed when you mouse over the file in the attachments section.