Set Payment Rules

Payment Rules

Table of Contents:

1. How to Navigate Payment Rules

2. How to Add Payment Rules

3. How to Edit Payment Rules

A. How to Access:

1. Login to your Docyt acccount.

2. Go to Expense > Bill Pay > Payment Rules.

3. You will land on Payment Rules page.

B. How to Add Payment Rule:

1. Move the cursor towards top right and click on Add Rule tab.

2. Add a Rule either for:

   A. Recurring Payment Rule

   B. Mark as Paid Rule

A. Recurring Payment Rule:

Move the cursor towards top right corner and click on “Add Rule.”

Fill in Payment Rule Details

1. Payee/Receiver: a. Select the vendor you want to pay.

2. Amount: a. Enter the fixed amount for each payment.

3. Invoice Date

4. Expense Category:

   1. Click on “Select Category.”

   2. A box will appear at the bottom of the screen.

   3. Click “Select Chart of Account” and choose the appropriate expense account.

   4. Click the blue “Save” button.

   
5. Payment Date: Set the date the first payment should be made.

6. Frequency:

   1. Payment Date

   2. Choose how often the payment should recur (e.g., Weekly, Monthly).

7. Payment Method: Choose either:

   1. Full Service Docyt Check

   2. ACH Payment (Note: Payee must be registered on the Docyt Network to receive ACH payments.)

8. Payment Address:

   1. Click “Add Address.”

   2. Check the box and select the correct payment address for the vendor.

9. Check Memo: Add a memo note that will appear on the payment check or ACH transaction.

10. Note:

    1. Add notes if any.

11. Final Steps:

    1. Review all the entered information for accuracy.

    2. Click on “Save Rule” to complete the setup.

Important Note on Dates and Shipping:

• Docyt Checks may take 5–7 business days to reach an address within the continental U.S.

• If you're using a physical check, adjust the payment date accordingly to ensure on-time delivery.

B. Mark As Paid Rule:

Move the cursor towards top right corner and click on “Add Rule.”

1. Choose Mark as Paid Rule

2. A new panel will open on right.

3. Choose Vendor Name

4. Choose Payment Account

5. Click on Confirm and Save the Rule

C. How to Edit Payment Rule:

1. Hover over the Vendor name on Payment Rule page and scroll towards right end.

2. Click on pencil icon to edit the rule.

3. To delete the rule click on Delete Rule option