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, line type, and other relevant fields.
6. Line Type column: if your file includes invoices, deductions, and/or repays on the same remit, map the Line Type column so Confido knows how to classify each row.
7. If you don't map the Line Type column, Confido falls back to a default convention based on the amount's sign: positive (+) amounts are treated as invoice payments, and negative (-) amounts are treated as deductions. This default is most relevant when your upload mixes invoices with repays, since repays and invoices can otherwise be hard to tell apart without an explicit Line Type mapping.
8. Confido will process the file through the standard cash application flow.
Option 3 — Forward via email
9. Forward the remittance email (or deduction backup) to forward@confidotech.awsapps.com
10. Confido will pick it up and add it to the unapplied queue automatically.
Note: This forwarding address accepts both remittance emails and deduction backup documents — not remittances only.
Option 4 — Manual entry with no remittance
If no remittance was ever received for a payment, Confido will not create it automatically. To enter it manually:
Click New Payment.
Add an invoice line for the payment amount.
Apply the line to the relevant invoice for that customer.