Choose where we retrieve the Payment Information from

Created by Lukas Christensen, Modified on Mon, 30 Oct, 2023 at 10:53 AM by Lukas Christensen

First, you need to go into settings, which you will find at the top right corner.
Go to customer profile.
Inside the customer profile, you need to click on "other".
Under "use payment information from," you have the option to choose between interpretation, vendor, or a combination.
Interpretation: Means that we only use the payment information that is on the invoice, regardless of what we can retrieve from the vendor.
Vendor: In contrast, the supplier is the opposite, and we do not use the information we scan but only what is on the vendor in your financial system.
Combination: When choosing combination, we first use the payment information we can retrieve from the vendor. If there is no information on the vendor, we will scan the invoice and use the data from there. We recommend choosing the vendor as the risk of errors will be minimal.