Document proof

Keep the proof behind each invoice close to the payment record.

When a customer questions an invoice or payment status, PromptPay Copilot helps teams find the documents, reminders, and activity connected to the issue.

Proof you can organize

  • Invoices and payment records
  • Contracts, change orders, and supporting documents
  • Receipts, photos, and uploaded files
  • Reminder history and follow-up activity

Evidence packets for messy payment conversations

Evidence packets help collect the invoice, payment records, documents, reminders, notes, and proof connected to a project or payment issue.