Managing documents

Documents can be attached to an Account, Company, Customer, Invoice, Payment Received or Vendor.

There are two paths to follow when associating a document. The starting point can be the PayMaker Inbox or the object that it is being attached to.

From the PayMaker Inbox

From the Inbox tab, you can choose to:

  • Click a button to Enter bill
  • Under More actions:
    • Enter vendor credit
    • Payment recieved
    • New document for
      • Company
      • Account
      • Customer
      • Invoice
      • Payment received
      • Vendor
    • Add to existing
      • Bill
      • Vendor credit
      • Vendor document
      • Company document
    • Mark as spam

Directly to the Object (not from the PayMaker Inbox)

  1. Select the object you wish to attach the document to:
    • Chart of Account
      1. Click settings
      2. Under Accounting, click Chart of Accounts
      3. Click the account
      4. Hover over Details and select Documents
      5. Click Attach a Document
    • Company
      1. Click settings
      2. Under Your Company, click Profile
      3. Hover over Details and select Documents
      4. Click Attach a Document
    • Customer
      1. Click Customers
      2. Click the customer name
      3. Click More actions
      4. Click Documents
      5. Click Attach a Document
    • Invoice
      1. Click Invoices
      2. Click the invoice number
      3. Click the More Actions
      4. Click Documents
      5. Click Attach a Document
    • Payment Received
      1. Click Payments in
      2. Click the amount
      3. Hover over Details
      4. Hover over Details and select Documents
      5. Click Attach a Document
    • Vendors
      1. Click Vendors
      2. Click the vendor name
      3. Click More actions
      4. Click Documents
      5. Click Attach a Document
  2. Click Browse to upload a file directly from the computer
    • There is an option to re-name the file and add a description

Access to previously associated documents

To access previously associated documents:

  1. Click Documents in the left navigation pane
  2. Click the Documents tab to search for previously processed documents
  3. Click the Folders tab to access documents you have filed in folders

Things to know

  • A document can only be associated with one Account, Company, Customer, Invoice, Payment Received or Vendor
  • If a document needs to be associated in multiple places, it will need to be uploaded separately to each location