Set the payment info source for a customer

Control where Nordflow reads bank account numbers and payment references from when processing an invoice.

What does payment info source do?

Every invoice arrives with payment information captured by OCR. Your ERP may also hold payment details on the supplier card. This setting decides which source Nordflow treats as authoritative — or whether it falls back from one to the other.

Where: Customer profile → Accounting, below the Treat-as-paid toggles.

1. Open the Payment info source dropdown.

2. Select the option that fits the customer:

   Option	Behaviour	When to use
   Vendor only	Uses only the supplier master data. Ignores OCR-captured payment info entirely. If the supplier card has no payment details, the payment field is left blank.	Master data is rigorously maintained and security is the top priority.
   Combination	Uses master data when it is populated; falls back to the OCR-captured info when master data is blank.	Most customers — master data is reasonably good but not always complete.
   OCR only	Uses only the OCR-captured payment info from the document. Master data is ignored.	Customer has no supplier module and holds no master data.

Caution

OCR only carries the highest fraud risk. If a fraudster sends an invoice with a different bank account, Nordflow will use that account because there is no master data to check against. Only use this option when the customer has no supplier module at all.

Validation always runs, regardless of this setting

Nordflow cross-checks the OCR-captured payment data against master data and raises a warning whenever the two differ — even in Vendor only mode. The Payment info source setting controls what gets used; warnings surface mismatches either way. This means the security difference between Vendor only and Combination is smaller than it appears.

Related: Set payment method priority for a customer · Payment info source options explained