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Payment shortcuts

Last updated About 1 month ago

When you pay an invoice using the bank payment method directly from NoCFO, the app automatically remembers the payee as a shortcut. This means your next payment to the same payee is ready to go straight from the app.

Where shortcuts appear

You can manage them under Settings → Bank connections and integrations → Payments. The page lists every payee you have paid an invoice to using the bank payment method (shown with the bank name and identifier).

Removing a shortcut

If you no longer need a shortcut, remove it using the trash icon at the end of the row. Removing a shortcut does not affect payments already made — it only removes the payee from the list of ready-made shortcuts.