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Invoices & Automatic Attachments

Invoices vs Documents​

Paymely separates invoices from documents:

InvoicesDocuments
PurposeSent to the customer with chase emailsInternal reference only
Attached to emails?Yes, when enabled on the scheduleNever
Accepted formatsPDF, DOC, DOCX, XLS, XLSXAny file type
Where to manageCustomer profile → Invoices sectionCustomer profile → Documents section

Upload an Invoice​

  1. Open a customer's profile
  2. Scroll to the Invoices section (above Documents)
  3. Drag and drop a file, or click Browse to select one
  4. Accepted formats: PDF, Word (.doc/.docx), Excel (.xls/.xlsx) — max 20 MB per file
  5. The invoice appears in the list immediately

Note: Images (JPG, PNG) are not accepted as invoices. Use PDF format instead.

Delete or Download an Invoice​

  • Click the download icon to save a copy to your computer
  • Click the delete icon to permanently remove the invoice

Attach Invoices to Chase Emails​

To have invoices automatically attached when Paymely sends chase emails:

  1. Open the schedule you want to configure
  2. In the Attachment Settings section, turn on the Attach Invoices toggle
  3. That's it — all customers in this schedule who have invoices will receive them with their chase emails

What happens when a chase email is sent?​

ScenarioResult
Toggle ON + customer has invoicesInvoices attached to the email
Toggle ON + customer has no invoicesEmail sent normally, no attachments
Toggle OFFNo invoices attached for anyone

Exclude a Specific Customer​

When the global Attach Invoices toggle is ON, you may want to exclude certain customers:

  1. In the schedule editor, scroll to the assigned customers list
  2. Each customer now shows a small switch on the right side
  3. Turn the switch OFF to stop attaching invoices for that customer only

The per-customer switch only appears when the global toggle is ON.

Customer Table — Docs Column​

The customer list table includes a Docs column (paperclip icon). This shows the combined count of invoices and documents for each customer at a glance.

Best Practices​

  • Upload the most recent invoice so customers always see up-to-date amounts
  • Use PDF format for best compatibility across email clients
  • Keep file sizes reasonable — large attachments may end up in spam folders
  • Review the per-customer overrides if some customers should not receive invoices (e.g. disputes in progress)