Uploading mail to Payreq Delivery

There are two ways to send documents to Payreq Delivery:

1. Automated SFTP upload (recommended for high-volume runs)

• Upload PDFs and a metadata file (CSV, JSON, or XML) to your Payreq SFTP folder.
• The metadata file must include: Account number, Document type, Document date, and File name.

Create a ticket to explore an STFP connection with our team. 

2. Manual upload (for smaller runs)

1. Log in to your Payreq Delivery Console.
2. Click Upload mail (if enabled).
3. Click Choose files and select your PDFs.
4. Choose a Document type (e.g. T4).
5. Review your Credits (if applicable).
6. Click Upload to start processing.

File requirements

• PDFs must be A4, flattened, and not password protected.
• Each document must include a valid Employee ID and authentication field (e.g. postal code).
• Files that don’t match a contact appear in Mail → Undeliverable for review.

What happens after upload

1. Payreq matches each file to a Contact using Employee ID and authentication data.
2. If a valid subscription exists, the document is delivered securely.
3. If not, the item appears as Undeliverable. Read more.
4. If archiving is enabled, documents are stored for future retrieval.

Troubleshooting upload issues

Need help actioning items? Read more