Adding Attachments to Payments
CashCloud allows you to easily add and manage attachments for each payment, so you can keep all related documents—like, receipts or supporting files—organized in one place.
To add an attachment to an existing payment, go to Payments, open a batch, and open the payment details by clicking anywhere on the row. Then navigate to the Attachments tab.
From there, you have a few options.
You can upload files directly by dragging and dropping them into the upload area or clicking Browse to select a file from your computer. You can also upload files from your connected drive.
If your documents are stored online, you can simply paste a link to a cloud storage location such as Dropbox, iCloud, or Google Drive. Multiple links can be added at once by separating them with commas.
Once added, your attachments will appear in a table where you can view details like file type, size, and upload date. You can also manage or remove them at any time.
Sending Attachments to Payees
If you’ve configured your Output Workflow to automatically send a digital copy of the payment to the payee, you can choose whether or not to also include the payment's attachment. If you wish to do so, simply turn on the "External" toggle in the Attachments tab.
When you do so, your payees will receive not only the payment confirmation or digital check, but also any supporting documents you’ve attached—helping provide full context without any extra steps on your end
Automatically Importing Attachments via SFTP
If your payments originate from an ERP system, you can streamline this process even further.
CashCloud supports SFTP connections, allowing you to connect to your server or a specific folder where payment documents are stored. If your ERP includes a link to the folder containing attachments for each payment, we can use that link to retrieve the files.
When you import payments into CashCloud, the system will automatically:
Access the specified folder via SFTP
Retrieve the associated documents
Attach them to the correct payment
This eliminates the need to manually upload files and ensures each payment is automatically linked with its supporting documentation.
💡Tip: If you’d like to include these attachments in your Print & Mail orders, check out this article: Including Payment Attachments in Print & Mail Orders.