Viewing Linked Files

Files and Reporting

Both you and your users are able to keep on top of the files you’re receiving by looking at the files your customers are submitting through your history and through their receipts.

Note: In order to view files through your history you must have already integrated your Dropbox account to linked2pay.

Follow these steps to view files through your history:

1. Simply log into your linked2pay account.

2. Select Reporting from the left-hand menu, and then select History.

3. Select View for whichever transaction you’d like to see.

4. Now select File-1 and you’ll be able to see the form that was submitted to you!

 

Follow these steps to view files through your customer’s receipt:

 

Note: To view the form your client has submitted to you via their receipts, first you must turn on emailed notifications. For instructions on how to do that, look here

 

1. Simply open up the emailed receipt so you may view it.

2. Click on File-1 and you’ll be able to see the form that was submitted to you!

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