There are four methods to add files to an invoice.

If invoice documents or invoice attachments are already available in your accounting package, and Payt is directly connected to your accounting package (meaning you do not supply files via a CSV/XML file), Payt can automatically import and link them to the correct invoice. This is the most automated method and is recommended as the standard approach.

With Mail2Payt, you can supply files to Payt by email. Payt automatically links the file to the correct invoice based on the filename. This is an automated method that typically works directly from an accounting or invoicing package.

Mail2Payt is not activated by default and must be set up by a Payt employee. This is often done during implementation, but can also be requested later via the service desk. You will receive your Mail2Payt address during configuration. Have you lost the address? Contact the service desk.

You can manually upload files on the invoice page:

Do you want to upload multiple invoice documents, UBL documents, or attachments at once? You can do this via a ZIP file on the 'Imports' page. This is an exception method, not intended as the standard approach.

On the invoices page, you can easily filter for invoices without an invoice document. Go to the 'Attention' heading and filter on 'Invoice document missing'.