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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.

Text in your receipts and notes via SMS or Email. PEX will auto match receipts and notes to their transactions for you.

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Add PEX as a contact

On your mobile device, create a new contact called “PEX” with phone #: (640) 800-7522. Use this number for SMS reminders and to text receipts and notes to PEX.

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Enable receipt reminder

Verify your phone number:
1
Go to My Profile
My Profile page
Profile details with phone number
2
To add another phone number for SMS receipt reminders then:
  • Click Edit Profile
  • Edit your Phone or Alternative Phone number
  • Click Update
3
Verify the phone number for SMS receipt reminders:
  • Click Verify
Verify phone number
  • Click Send code
  • Enter the Secure Access Code you have received
  • Click Verify
Note:If both Phone and Alternative Phone numbers are verified, SMS receipt reminders go to your Phone number.
Enable SMS receipt reminder:
1
Go to Notifications
2
Locate the “Receipt reminder” notification
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Check the SMS box across it
4
Click Update Notifications
You are all set to receive SMS receipt reminders.

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Reply with receipt image

When you make a purchase, you’ll receive an SMS receipt reminder from PEX (640) 800-7522. Reply with a photo of your receipt. Reply with a photo of your receipt showing the date and total amount paid. PEX will auto match it and send confirmation.

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Send a note with your receipt

You can include a note with your receipt in two ways:
  • Same message: Add note text in the same SMS as the receipt image.
  • Follow-up message: Send the receipt image first, then reply with your note as a separate text message within 15 minutes.
PEX will attach the note to the same transaction as your receipt. Use notes to add context such as business purpose, project name, or other details your Admin may require.
Note:Follow-up notes must be sent within 15 minutes or they won’t be associated with the receipt.

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Send SMS without reminder

You can also text PEX a receipt directly without waiting for a reminder.
1
Send a new SMS with a receipt photo to PEX - (640) 800-7522
2
PEX will auto match the receipt(s) to the corresponding transaction(s) and send a confirmation SMS
3
You can include a note as text in the same message as the receipt, or reply with a note within 15 minutes, to attach it to the same transaction
Make sure the phone number you use is verified. To verify:
  • Go to My Profile
  • Locate your phone number
    • To add another phone number for SMS receipt reminders:
      • Click Edit Profile
      • Edit your Phone or Alternative Phone number
      • Click Update
  • Click Verify
  • Click Send code
  • Enter the Secure Access Code you received
  • Click Verify

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PEX SMS responses

You may receive these SMS notifications in response to your sent receipt:
  • Success match:
    • “Thank you! Your receipt has been auto matched.”
  • Duplicate receipt:
    • “This receipt has already been submitted. Please send each receipt only once.”
  • Unrecognized phone number:
    • “We don’t recognize this phone number. Please update and verify your phone number in your PEX profile, then resend the receipt.”
  • Retry start (waiting for transaction):
    • “Waiting for your transaction to appear in PEX. We’ll keep checking and auto-match it for you soon. Thank you!”
  • Retry expired (auto-match failed):
    • “The receipt couldn’t be auto-matched. You can check the reason in the Attachment thumbnail menu. Please, manually add the receipt to the transaction.”
  • No match:
    • “Receipt auto match was not successful. Manually upload and match your receipt to the purchase transaction using PEX mobile app or dashboard.”
For best matching results, resend with a clear image showing the merchant name, total amount paid, and transaction date. If a second attempt still doesn’t match, you can manually attach the receipt. Log into your PEX dashboard, view your transactions, and attach the receipt where applicable.

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FAQ

Contact your Admin to grant you a permission to edit your phone number.
Contact your Admin to grant you a permission to edit your phone number. With this permission, you will be able to verify your phone number.
No need. We will only look for the receipt image. This is enough for us to auto match the receipt to the transaction.
Yes. Make sure your receipt has a date and total amount paid visible.
Of course! We will auto match the receipts to their corresponding transactions.
Message & data rates may apply according to your carrier.
Yes. You can send or forward the receipt(s) to us via email at receipts@pexcard.com. See the Email to PEX (Cardholder Guide) for details.
Not at the moment. Cardholders with international phone numbers cannot receive receipt reminders and cannot send a receipt from an international phone number.
To ensure best matching results:
  • Ensure your receipt has a date and total amount paid visible.
  • Submit receipts only for purchases made using your PEX card.
Last modified on May 27, 2026