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What can my customers do in the invoice portal checkinvoices.com?

In the invoice portal, your customers can perform various actions.

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Depending on the settings you offer in your administration, customers can perform different actions in checkinvoices.com. Below, you can see what is possible.

Standard features

The features listed below can be performed by any customer in the invoice portal.

  • View the invoice PDF

  • View the invoice details

  • Leave a comment for you

Propose or accept a payment plan

Depending on your administration settings, customers can take various actions to pay in instalments.

Pay the invoice

You can integrate Payt with a Payment Service Provider (PSP), allowing your customers to pay online in various ways. The default payment method is iDEAL, but depending on the PSP, other payment methods may be offered.

Provide or change an email address

In Payt, you can enable a setting that allows customers to provide or change their email address in the invoice portal. Here's how to activate it:

  1. Open your administration settings via the cogwheel icon at the top right of Payt.

  2. Go to the 'Customer portal' tab on the left. Here you'll find two settings:

    1. 'Allow customers to edit their general contact email address': this enables changes to the default contact email address.

    2. 'Allow customers to edit their invoicing email address': this enables changes to the email address used for sending invoices.

administration_settings_customer_portal_allow_customers_edit_general_invoicing_email_address

After this is enabled, the customer can easily update their email address in the invoice portal. You will receive a notification in the Payt dashboard to review and copy the provided or updated email address in your accounting system.

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