Various documents can be added to your invoices. Payt distinguishes between invoice documents and invoice attachments.
Add invoice document
An invoice document is the original PDF of the invoice. An invoice document can be linked to the invoice in Payt via the connection with your bookkeeping software or you can add the invoice document manually.
If there is no invoice document linked you will see the message 'Invoice document is missing'. You can filter this by checking the box 'Invoice document missing' under 'Attention' in the list of invoice.
The way that the invoice document arrives in Payt depends on how the invoice document is created and how the administration is organized during the implementation. In Exact, for example, it is possible to create an invoice document which is then imported into Payt. When an invoice document is missing in Payt, it must be created in Exact.
It is also possible for an invoice document to be sent to a special email address. In this case, the invoice document of the invoice must be sent to this e-mail address. The invoice document will then be linked at the next automatic import, provided that the submitted file name has the correct format.
If you are having trouble linking invoice documents using this support article, please do not hesitate to contact our servicedesk.
Add invoice attachment
An invoice attachment can, for example, be a specification of the invoice. Attachments can be linked via your accounting software as well as manually added to an invoice in Payt, as shown in the image below.