---
updatedAt: 2026-09-11T20:23:45.000Z
agentTools:
  projectIndex: https://docs.staxpayments.com/llms.txt
---

# File Management

Add files to the system for use with catalog item thumbnails or item pictures. You can also add images to invoices to further customize the style.

<Image align="center" border={false} src="https://files.readme.io/77ac7fec38c76f5727d69db5ab6f24a7a1175e51a9cdcfe1be8c2545506381b9-fileman.png" />

Manage your files effectively across different areas of the system. Upload images for catalog items, customize invoices with branding, and organize your digital assets.

<Tabs>
  <Tab title="Upload Files">
    ## 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.
  </Tab>

  <Tab title="Catalog Thumbnails">
    ## 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.
  </Tab>

  <Tab title="Invoice Customization">
    ## Adding Images to Invoices

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

    ### Logo Upload

    <Accordion title="Company Logo Setup" icon="fa-image">
      Upload your company logo to automatically include it on all invoices, receipts, and payment pages.

      **Steps to add your logo:**

      1. Navigate to **Settings** → **Branding**.
      2. Click **Change Image** to upload your logo.
      3. Use the cropping tool to adjust the image.
      4. Preview how it appears on invoices.
      5. Save your changes.

      **Recommended specifications:**

      * Format: PNG or JPG
      * Size: 300x100 pixels (3:1 ratio)
      * Background: Transparent for PNG files
    </Accordion>

    ### 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
  </Tab>

  <Tab title="File Organization">
    ## Managing Your File Library

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

    ### File Categories

    <Cards columns="2">
      <Card title="Product Images" icon="fa-shopping-cart">
        Thumbnails and detailed product photos for catalog items
      </Card>

      <Card title="Branding Assets" icon="fa-paint-brush">
        Logos, letterheads, and brand elements for invoices and receipts
      </Card>

      <Card title="Marketing Materials" icon="fa-bullhorn">
        Images for payment pages and customer communications
      </Card>

      <Card title="Documents" icon="fa-file-text">
        PDF attachments and supplementary documentation
      </Card>
    </Cards>

    ### 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
  </Tab>
</Tabs>

## Quick Actions

<Accordion title="Troubleshooting File Upload Issues" icon="fa-question-circle">
  If you're experiencing problems with file uploads:

  **Common Issues:**

  * File size exceeds 10MB limit
  * Unsupported file format
  * Network connectivity problems
  * Browser compatibility issues

  **Solutions:**

  * Compress large images before uploading
  * Convert files to supported formats (JPG, PNG, PDF)
  * Check your internet connection
  * Try a different browser or clear your cache
  * Contact support if problems persist
</Accordion>

## Best Practices Summary

* **Optimize file sizes** for faster loading and better performance
* **Use consistent branding** across all uploaded images
* **Organize files logically** with clear naming conventions
* **Regular maintenance** to remove outdated or unused files
* **Test uploads** in different contexts (invoices, catalog, etc.)

Ready to start uploading files? Navigate to the appropriate section and begin customizing your system with your branded assets.

<Cards columns="3">
  <Card title="Catalog items" href="create-catalog-item" icon="fa-credit-card">
    Learn how to create an item in a catalogue and use images to enhance the item and product page.
  </Card>

  <Card title="Invoicing" href="create-an-invoice" icon="fa-users">
    Create an invoice and use files to create branding or other details.
  </Card>

  <Card title="File Upload" href="add-a-file" icon="fa-chart-line">
    Upload files to enhance the catalog or invoices that you send out.
  </Card>
</Cards>

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