Scan Receipts and Add Memos via SMS

You can scan receipts and add memos by texting them directly to us. This makes it easy to attach receipts and notes to transactions without logging into your dashboard. 

When you scan receipts or send memos via SMS, you can attach receipts to the correct card transaction automatically, add notes or memos for bookkeeping or expense tracking, view receipts and memos in your dashboard and export data to QuickBooks or CSV files.

How it works

• Text us any receipt or memo.
• We instantly match it to the correct transaction on your card.
• You can view, manage, or export receipts and memos from your dashboard.

How to scan a receipt

Follow these steps to scan and upload a receipt:

1. Take a photo of your receipt.
2. Text the photo to +1 (762) 475-5108.
3. We will automatically match the receipt to the correct transaction on your card.

Once matched, the receipt will appear in your dashboard under the corresponding transaction.

How to add a memo

You can also add a memo by text message:

1. Reply to the receipt confirmation message or
2. Send a text message with your memo to +1 (762) 475-5108.
   1. Note: Texted memos only work after you’ve sent a receipt photo, so we can link the memo to the correct transaction.

Your memo will be saved and linked to the matching transaction.

Things to keep in mind

• Receipts should be clear and readable for best results.
• Matching depends on transaction timing and amount.
• This feature is free to use.
• You can send receipts even after the transaction has posted.

Need more help?

If a receipt doesn’t attach correctly or you have questions about memo capture, contact our team at support@affiniti.finance or give us a call at +1 840-420-8405 and we’ll take a look.