Please Note: This version of the app is only available for small businesses in the UK using Receipt Bank with a Receipt Bank accountant or bookkeeper Partner, you must have Administrator rights on your account. It is also currently only available on iOS devices (iPhones).
After the free trial period, Pay will be available for Clients and Direct users to purchase in-app. Pay starts at £7.99 for 25 free payments/month
If you’re an administrator on your account, you also have access to additional powerful tools on 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.
Set up the mobile app with a default due date
- 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 Receipt Bank does not extract the due date from invoices.
How to use the mobile app to track and pay invoices
- Submit documents in the same ways as you would to Receipt Bank: the app contains its own camera function, but items can also be sent via email, Fetch, or any other Receipt Bank submission method.
- 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: Receipt Bank 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 Receipt Bank on all new invoices. Invoices that you have already marked as paid in your linked bookkeeping software will be marked as paid in Receipt Bank, too.
- 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.
- 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.
- Once the invoice has been marked as paid, it will be moved to the Paid section of the inbox.
- Items can then be processed through Receipt Bank as usual and published to accounting software. If your accountant or bookkeeper uses Receipt Bank 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: