How to track and pay invoices using Dext Pay

Please Note: Pay is currently available for Clients and Small Business users with administrator rights in the UK. You can use Pay on Dext's Web and iOS (iPhone) Mobile applications.

If you’re an administrator on your account, you also have access to additional powerful tools on Dext and iOS devices that allow you to track unpaid invoices and pay outstanding documents. You get an immediate and simple overview of what is owed, which helps you work out when it is best to pay. It takes out the hassle of keeping track of your invoices, so you can focus on running your business.

How to use Dext Pay on Web

How to use Dext Pay on iOS:

In your mobile app's settings, click Try Pay to access Pay. Click Do Bookkeeping to go back to the bookkeeping tools.

Set up the mobile app with a default due date

1. Set a default due date for your invoices that matches your payment schedule in the Settings menu. You have the option to choose a set date each month or a specific number of days after the invoices. Please note that Dext does not extract the due date from invoices. 

How to use the mobile app to track and pay invoices

1. Submit documents in the same ways as you would to Dext: the app contains its own camera function, but items can also be sent via email, Fetch, or any other Dext submission method.
2. Submitted items are separated into paid and unpaid, and then into overdue, upcoming, and past payments in various date ranges. Tap the arrows to move between Today, 7 Days, 14 Days, and 30 Days.
   Note: Dext marks all invoices as Unpaid and all receipts as Paid, unless you have set up a supplier rule. As a result, you may find that some invoices you have already paid are marked as Unpaid when you first use the mobile app. Mark these as Paid and make payments through Dext on all new invoices. Invoices that you have already marked as paid in your linked bookkeeping software will be marked as paid in Dext, too.
   

3. Tap View Unpaid Invoices or View Paid Invoices to view the inbox, which is split into Unpaid, Paid, and Processing. Each section indicates when an invoice is to be paid, or when it was paid. 
   

4. Tap an invoice to view and edit its details. Once you have paid an invoice, tap Mark as Paid. Alternatively tap Pay to enter your supplier's payment details and pay using our software partner, Plaid.

5. Once the invoice has been marked as paid, it will be moved to the Paid section of the inbox.
   
   
6. Items can then be processed through Dext as usual and published to accounting software. If your accountant or bookkeeper uses Dext on your behalf, they’ll also be able to start processing your accounts. Publish the item by tapping the menu icon in the top-right, then tapping Publish: 
   
   

How to use Dext Pay on web:

1. Click Try Pay to access DextPay. Click Do Bookkeeping to return to the bookkeeping tools
   
   
2. Click Pay to pay an unpaid invoice. This is the same process as the mobile app. Review the amount and payee name, and enter their account number and sort code if necessary

Note: Dext marks all invoices as Unpaid and all receipts as Paid, unless you have set up a supplier rule. As a result, you may find that some invoices you have already paid are marked as Unpaid when you first use the mobile app. Mark these as Paid and make payments through Dext on all new invoices. Invoices that you have already marked as paid in your linked bookkeeping software will be marked as paid in Dext, too.

3. Once the payment is complete, the invoice will be marked as paid and moved to the ‘Paid’ section of the Payments workspace.