While Confido automates remittance ingestion wherever possible, there are situations where you may need to manually add a payment — such as unsupported retailers or one-off CSV uploads.
Three ways to create a new payment
Option 1 — Upload a PDF
Click New Payment.
Upload the PDF remittance.
Click Generate Line Items
Confido will extract all deduction lines
Option 2 — Import a CSV
4. Click New Payment, then Import CSV.
5. Map the columns: retailer, amount, reason, and other relevant fields.
6. Confido will process the file through the standard cash application flow.
Option 3 — Forward via email
7. Forward the remittance email to your Confido to forward@confidotech.awsapps.com
8. Confido will pick it up and add it to the unapplied queue automatically.