Follow

What is payment method and how to set it up?

Your payment methods in Receipt Bank correspond to the way that an item was paid.

You can find them in your ‘Account Settings’ menu under the ‘Maintain lists’ tab within the ‘Payment method’ section.

If you are linked with your accounting software we will connect your payment methods to your bank accounts.

Here you’ll be able to create rules for default ‘Publish to’ section, ‘Auto-publish’ your items, etc.

If you’re getting started on your own simply add your credit cards with their references and we will extract their last four digits from the images of your items.

Was this article helpful?
1 out of 1 found this helpful

Comments

Powered by Zendesk