Preparing and Sending a Mail File (End-to-End)

Sending digital bills or communications through Payreq Delivery involves a few key steps—especially if you're uploading mail manually. This guide walks through the end-to-end process.

Step 1: Prepare Your Mail File

• Ensure your file is in PDF format (one document per recipient).

• Include all required metadata (e.g. customer reference number) in your filename or accompanying SFTP payload.

• If using the manual upload method, make sure the file is under the max size limit and formatted correctly.

Step 2: Upload the File

There are two options:

• Via SFTP (recommended for automation)

• Via the Console (go to Mail > Upload Mail)

After upload, the file will enter the “Pending” state for validation.

Step 3: Validate the Mail

Payreq automatically checks your file for issues, including:

• Missing contact information

• Incorrect reference numbers

• Unsupported formatting

If any issues are found, they’ll be listed in the validation screen. Fix them and re-upload.

Step 4: Approve and Send

Once validation passes:

1. Go to Mail > Pending

2. Review the summary

3. Click “Approve”

The documents are now delivered via email, Smart Mailbox, BPAY View, or print (depending on each recipient's settings).

Step 5: Monitor Delivery Outcomes

After sending, go to Mail > Delivered or Mail > Undeliverable to review results.

You can download audit logs or click into individual items to view delivery metadata and retry failed items if needed.