You can easily change the payment method on your documents in Corpay One.

The process looks the same for invoices and receipts, but the available payment methods and the setup differ between the two document types: payment methods on invoices are used to actually complete payments through Corpay One, whereas payment methods on receipts are only used to show which payment method was used for the purchase the receipt was issued for.

Below you'll find everything you need to know about this, and what you need to do yourself.

Find the invoice you want to change the payment method for in your overview, and click the small pencil icon in the Payment method field. Then select the payment method you want from the drop-down menu that opens. Here you can also add a new payment method, which can then be selected for the invoice:

Before Corpay One can process your company's receipts, you first need to manually create a list of all the payment methods used in the company. You can read more about that here (this does not apply if you use Corpay One's integration with Billy).

Find the receipt you want to change the payment method for in your overview, and click the payment method drop-down menu for receipts. In the drop-down menu you can select the payment method you want.