What payment reference files are for
Attach a bank transfer confirmation or another supporting file to keep it with the relevant payment record. An uploaded file does not prove that funds were received or that the payment was completed.
Add a reference file
Open the payment from Transactions or Payment History.
Find the Reference files section.
Choose an available file slot and select the file to attach.
Review the file name and upload the file.
Confirm that the file appears on the payment record.
A payment record supports up to two reference-file slots. Replace or remove a file only while the payment is still in the editable pending state.
After the payment is locked
After reference-file changes are locked, authorized users can still download the existing files. Use the support option in Quotable Payments if a correction is required.
File safety
Upload only files that relate to the selected payment.
Check that the file does not contain unrelated passwords, security codes, or unnecessary personal information.
Use a clear file name that your team can recognize later.