Attaching payments to a conversation

Use these instructions to understand how end users attach payments to conversations in Banno.

This information shows how to complete the task while within an existing, open conversation. However, the end user can also begin a conversation about a payment or add a payment to an existing conversation by navigating to Payments > [Select payment] > Ask us about this payment.
  1. While in a conversation, select Payments, or choose Select payments within the conversation if the support agent has sent a prompt.
  2. Use the Search payments field to find the relevant payment.
  3. Select a payment to add it as an attachment to the conversation.
    Note: Multiple payments can be selected and attached at a time.
  4. Select Send.
Parent topic: Starting and viewing support conversations