Invoice Attachments in Collections Emails – Paystand Help Center

Overview

Paystand now automatically includes invoice attachments from Sage Intacct in all Collections emails.

This ensures your customers (payers) receive complete invoice documentation such as PDFs or backup materials every time they are contacted for payment, helping reduce confusion and accelerate payments.

What This Means for You

If you attach documents to invoices in Sage Intacct:

• These attachments can be included in your Paystand Collections emails
• Your customers will have all necessary documentation to review and pay invoices
• This improves payment speed and reduces follow-ups

Setup Required

This feature requires configuration by the Paystand Implementation Team.

• It is not currently configurable within the Paystand dashboard
• If you would like this functionality enabled, please contact your Paystand representative or support team

How It Works

1. Attachments in Sage Intacct

• You attach PDF documents to invoices in Sage Intacct

2. Enable Attachments in Your Collection Plan

• When creating or editing a Collections Plan in Paystand:
  • Enable the “Include receivables file attachment” option
• This ensures invoice attachments will be included in all related Collections emails

3. Paystand Retrieves Attachments

• When an invoice enters the Collections process, Paystand retrieves associated attachments from Sage Intacct

4. Included in Collections Emails

• Each Collections email will include:
  • The invoice PDF attachment and the additional documentation

5. Customer Receives Complete Documentation

• Payers can view all relevant files and proceed with payment without delays

Supported Attachments

• File type: PDF only
• Other file formats are not included

Attachment Limits

• Up to 3 attachments per invoice
• If more than 3 exist:
  • The system selects the first 3 based on upload/order priority