File Management

Adding Files to Your System

Upload and manage files for various purposes throughout the platform. Supported file types include images for thumbnails, logos, and customization elements.

Supported File Types

• Dispute Files: JPG, PNG, PDF, TIFF
• Files: PDF, JPG, PNG, ZIP, TXT, MP3, MP4, GIF, JPEG
• Maximum file size: 10MB per file
• Maximum file upload: You can upload 8 dispute files at a time and 5 regular files in one endpoint call.

Upload Process

1. Navigate to the catalog create item page or create invoice page..
2. Select Choose File or drag and drop your file. For a thumbnail, click the Add button on the thumbnail placeholder.
3. Wait for the upload to complete.
4. Confirm the file appears in your file list.

Managing Catalog Item Images

Add visual appeal to your catalog items with custom thumbnails and product images.

Best Practices for Product Images

• Use high-quality images with good lighting
• Maintain consistent aspect ratios
• Keep file sizes optimized for web display
• Use descriptive file names

Adding Images to Catalog Items

1. Go to your Catalog section.
2. Select an existing item or create a new one.
3. Click Add Image in the item details.
4. Upload your product image.
5. Crop and adjust as needed.
6. Save your changes.

The image will now appear on your website payments page, invoices, and customer-facing materials.
Use the PUT or POST catalog item and select a file ID of the image and place it in to the thumbnail variable.

Adding Images to Invoices

Customize your invoices with logos, signatures, and other branded elements to create a professional appearance.

Logo Upload

Additional Branding Elements

• Header images: Add custom headers to invoices
• Signature images: Include digital signatures
• Watermarks: Add security or branding watermarks
• Footer elements: Custom footer graphics

Color Customization

Match your brand colors across all customer-facing materials:

• Primary brand color
• Secondary accent colors
• Text colors for readability
• Background colors

Managing Your File Library

Keep your uploaded files organized and easily accessible across the system.

File Categories

File Management Tips

• Naming conventions: Use clear, descriptive file names
• Folder organization: Group related files together
• Regular cleanup: Remove unused files to save space
• Backup important files: Keep copies of critical branding assets

Storage Limits

• Individual file size: Maximum 10MB per file
• Total storage: Contact support for storage limit information
• File retention: Files are stored as long as your account is active