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Documentation Index

Fetch the complete documentation index at: https://support.pexcard.com/llms.txt

Use this file to discover all available pages before exploring further.

Helps users handle scheduled payments, modify/cancel payments, view history, and resolve common issues.

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1. Manage Bills & Payments

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Editing bills

  • You can edit tags while a bill is pending approval.
  • After approval, bills cannot be edited except by cancelling and creating a new bill.

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Approving or rejecting bills

  • Open the Bill Details page
  • Click Approve or Reject

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Vendor review

  • Vendors must be approved before use in Bill Pay
  • Manage from the Vendor Details page

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2. View Payment History & Reports

To review historical payments:
  1. Go to Reports
  2. Select Bill pay reconciliation
  3. Choose a timeframe
  4. Export to CSV (PDF not supported)
You can filter by:
  • Vendor
  • Status
  • Date
  • Amount

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3. Payment Failures & How to Fix Them

To investigate a failed payment:
  1. Open the Payment bundle
  2. Click the payment line item for details

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Common failure reasons

  • Insufficient funds in the external bank account
  • Incorrect vendor banking info
  • Vendor bank rejects ACH
  • Virtual card delivery email is invalid

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How to resolve

  • Add funds to your external account
  • Verify and correct vendor payment details
  • Recreate payment bundle as needed

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4. Frequently Asked Questions

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1. Can I pay bills using different bank accounts?

Yes — any connected external account can be used.

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2. Is there a fee for Bill Pay?

  • Virtual cards: free
  • ACH: free during beta (after beta: $1 per ACH depending on plan)

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3. Do I need an invoice to pay a vendor?

No, uploading an invoice is optional.

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4. What is the daily limit for Bill Pay?

$25,000 per day, per PEX business account.

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5. How do I request a higher Bill Pay limit?

Email adminsupport@pexcard.com with your business requirements.

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6. Do I get notifications when payments process?

No — Bill Pay currently does not send due-date or completion notifications.

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7. Can I issue a check?

Not yet. (Coming soon.)

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8. How do I opt out of Bill Pay?

Dashboard → Business settings → Profile → Settings → Edit → Disable Bill Pay.

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9. What account types support Bill Pay?

Prepaid and Credit expense programs.

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5. Helpful Tips

  • Keep vendor information up to date (especially banking and emails)
  • Use consistent invoice numbers to simplify reconciliation
  • Schedule payments with appropriate lead time
  • Export reports regularly for accounting use
Last modified on May 5, 2026