Easily include supporting documents with your payment requests, receipts, and recurring payment notices.
Cashflow.io allows you to attach one or more files to any receivable tool such as invoices, contracts, delivery slips, or supporting documentation. This ensures transparency and can speed up approvals and customer responses.
File Requirements & Guidelines
To ensure successful uploads and delivery, please review the following:
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File Formats: Cashflow.io accepts all major file types, including but not limited to:
.pdf,.doc,.docx,.xls,.xlsx,.csv,.jpg,.png,.txt -
Number of Files: You can upload multiple attachments to a single receivable.
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Maximum File Size: Each file must be 20 MB or smaller.
Attachments will be included in the customer-facing email and will remain accessible in your receivables history for reference.
Where Can Files Be Attached?
The Attach File(s) feature is available across all major receivable tools in Cashflow.io:
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Manual Payments
Learn how to send a manual payment -
Payment Requests
Learn how to send a payment request -
Recurring Payments
Learn how to set up recurring payment
When creating any of these receivables, you’ll be given the option to upload one or more attachments before sending.
Additional Notes
Files are securely stored and protected under the same compliance standards that apply to all payment-related data on the platform.