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Dext Payments (Beta): Quickstart guide

Learn how to set up and use Dext’s Payments feature. This step-by-step guide covers enabling Payments, completing KYC verification, and making your first payment - for both accountants and their clients.

Updated this week

Important: This article is about the Dext Payments Beta, an upcoming feature currently in development.

For accounting & bookkeeping practices and their clients

This guide walks you through setting up the new Payments feature in Dext - from selecting clients to enabling the feature, completing KYC, and making your first payment.

1. Invite clients to use Payments

Start by choosing which clients you want to introduce to Payments.

Steps:

  • Select clients for your Payments trial.

  • Share our Payments 1-pager and walk them through any questions.

  • Let them know about the setup process and KYC (Know Your Customer) requirements.

2. Enable the Payments feature for a client

Once you enable Payments for a client, both you and your client will see a Payments tab in the left sidebar. This also triggers an email to the Business Owner prompting them to complete the setup.

Steps:

  1. Go to Business Settings.

  2. Select Subscription.

  3. Click Enable Payments.

  4. Return to the client’s space - you’ll now see Payments in the sidebar.

Watch how to enable payments:

3. Help your client complete the KYC process

Only one user - ideally the Business Owner or someone with similar authority - should complete the KYC process. This step verifies their business identity and activates their Payments wallet.

Client steps:

  • Open the Payments space in their Dext account.

  • Follow the on-screen steps to upload KYC documentation and set up the wallet.

See the full KYC process:

4. Make the first payment

Once KYC is complete and the wallet is active, your client can begin making payments.

Steps:

For businesses & clients

This section applies if you're a business using Payments directly or working with an accountant.

Complete the KYC process

Only one user - ideally the Business Owner or someone with similar authority - should complete the KYC process to verify your account and activate your Payments wallet.

Steps:

  • Go to the Payments tab in your Dext account.

  • Follow the instructions to upload KYC documents and finish wallet setup.

  • Full details of the KYC process can be found here.

Watch the KYC setup video:

Make your first payment

If you have a direct subscription, you can do this yourself. If your accountant or bookkeeper manages your subscription, they may handle this for you.

Steps:

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