Other Questions
It's nice to see you here, marisa.
You can utilize the Attachments feature to store and manage the statements. I can show you how.
Follow the steps below to upload your monthly income statements from customers and attach them to a transaction later (for example, invoice, receive payment, sales receipt, direct deposit, or bank transaction):
- Go to the Gear icon and select the Attachments under the Lists column.
- Click Add attachment and choose the customer statements.
Once your payment transaction arrives, scroll down to the Attachments section and click Show existing to Add one. To learn more about the supported transactions and file types, refer to this article: Add or delete attachments.
If you have follow-up concerns about handling statements or recording payment entries, add the specifics below. I'm always here to help.
