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.

  1. Select Payments Out in the navigation menu
  2. Select the payment to attach the document to
  3. Select More actions
  4. Select Document
  5. Select Attach a Document
  6. Select Choose File to browse for a document on your computer, or select From Inbox to select a document from your inbox
  7. Select Add Document

Note: Documents associated to offline payments don't sync to your accounting software.