How to Set Rules Based on Payment Method

Payment Method Rules allows you to apply your specified details to all submitted documents that were paid for using that Payment Method.

This can be used to code data automatically as soon as it’s received.

Note: this functionality is only available for Business Plus, Premium, Streamline and Optimize accounts. Find out more about the different Dext Prepare products here.

You can find the Payment Method page under the Lists section of the menu.

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First you will need to set up your new Payment Methods by entering the following information.

  • Name of the payment method.
  • Reference for the payment method. For example the last 4 digits of that card.
  • Decide if Autopublish is on or off.
  • Link a Bank Account from your integrated software to a payment method.

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You are also able to set a default payment method for people using your account. When they upload a document, we’ll apply that payment method to it.

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Payment Method Rules take effect before Supplier Rules, and take priority over Supplier Rules if a rule has been set for the same field in both features.