Attach a document to an offline payment
If you have a receipt for a payment that you made outside of Cashflow360, attach it as a document to the offline payment in Cashflow360.
- Select Payments Out in the navigation menu
- Select the payment to attach the document to
- Select More actions
- Select Document
- Select Attach a Document
- Select Choose File to browse for a document on your computer, or select From Inbox to select a document from your inbox
- Select Add Document
Note: Documents associated to offline payments don't sync to your accounting software.