Attach a document to an offline payment

Have a receipt for the payment that was made outside of PayMaker. Attach it as a document to an offline payment in PayMaker.

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

Note: Documents on offline payments do not sync to your accounting software.