Attaching Receipts to a Transaction

You can attach one or more receipts to a transaction in PaymentNet. For example, your company policy might require that you attach receipts to transactions that exceed a specific dollar amount.

You can attach receipts at any time, regardless of the transaction’s approval or export status. There is no limit to the number of receipts that can be attached to a transaction.

This topic describes how to add receipts to a single transaction by either upload or fax. For instructions about how to add receipts to multiple transactions, see Attaching Receipts to Multiple Transactions.

To upload a scanned receipt:

Select Transactions > Manage. Or, while viewing other information about an account, select Take me to > Transaction List - Last 30 Days to see a list of recent transactions for the current account.
Click the transaction to which you want to attach a receipt.
Click the Receipts tab.
Click Attach Receipt.
Click Browse, select a file to upload, and click Open. By default, the image file name is used as the receipt name; you can modify the receipt name but you cannot leave this field blank.

Note:Only PDF, JPG, GIF, TIFF, and PNG file types are allowed. The scanned image file must be no larger than 5 MB.
Complete the reference data fields in Receipt Reference Data Fields. All fields except the receipt name are optional.
Click Upload Receipt.

Repeat steps 4 through 7 to upload additional receipts and attach them to the same transaction.

To fax your receipts:

Select Transactions > Manage. Or, while viewing other information about an account, select Take me to > Transaction List - Last 30 Days to see a list of recent transactions for the current account.
Click the transaction to which you want to attach a receipt.
Click the Receipts tab.
Click Print FAX Cover Sheet.
Complete the reference data fields in Receipt Reference Data Fields. All fields except the receipt name are optional.
Click Save and Continue. Review the fields that display on the fax cover sheet and ensure that you selected the correct transaction. (For a list of these fields, see Fax Cover Sheet Fields.) If the transaction is incorrect, close the window, change your selection on the Transaction List screen, and repeat steps 3 through 6 to generate a new cover sheet.
Print the displayed cover sheet and then fax your receipts to the number indicated on the cover sheet. The cover sheet must be the first page of your fax transmission, followed by the individual receipt images.

Receipt Reference Data Fields
Field	Description
Receipt Name	Enter a name for the receipt (maximum of 130 characters). This field is required. For uploaded images, the name of the receipt image file is used as the default receipt name.You can modify the receipt name but you cannot leave it blank. For faxed images, the default receipt name is “FAX Receipt” and the cover sheet ID is appended to the receipt name once the fax transmission is received. You can modify the receipt name but you cannot leave it blank. The name will be truncated if necessary to stay within the 130-character limit once the cover sheet ID is included.
Receipt Date	Click the calendar icon and select the date when the receipt was issued.
Receipt Description	Enter a description of the purchase to which the receipt applies.
Receipt Amount	Enter the dollar amount shown on the receipt.
Currency	Select the transaction currency, either Canadian dollars (CAD) or US dollars (USD).

Fax Cover Sheet Fields
Field	Description
Organization ID	Your organization ID.
Employee Name	The name of the employee who created the cover sheet.
Generated Date	The date when the cover sheet was generated.
Coversheet ID	An identifier that is automatically generated by PaymentNet to help you match one or more receipt images with the cover sheet that was used to send the fax.
Employee ID	Your employee ID.
Transaction Date	The date when the transaction was posted to PaymentNet.
Transaction ID	The transaction ID.
Merchant	The name of the merchant where the transaction was conducted.
Amount	The transaction amount.