In Payt, you can adjust the planned steps of an invoice or debt collection case via the 'Edit step' button in the middle of the detail page of the invoice or debt collection case. This is useful when you have made arrangements with a customer, want to correct a mistake, or want to align the sending moment with the situation.
You can edit the steps of an invoice or debt collection case if you have at least standard permissions in Payt.
Please note: Are you using bundled reminders for invoices? Payt then automatically determines when reminders are sent. The 'Edit step' button is not available for invoices that fall under bundled reminders.
Read more: How do bundled reminders work in Payt?
Viewing the next step
Before editing a step, it is useful to know which step is planned and when it will be executed. Open the detail page of the invoice or debt collection case. On the left side of the screen you can see which step will be executed and when, which sending method will be used, and to which email address, postal address, or phone number the step will be sent.
Example of how the next step may be described:
On May 1, the first reminder will be sent
Email to demo@example.com
You can click the blue text of the sending method (for example 'Email') to open a preview of exactly what will be sent to the customer.
Options under 'Edit step'
Reset step
Use this option if you want a previous step to be executed again, for example if you have corrected a customer's email address and want to resend the invoice.
Select 'Reset step' under 'Edit step'. You then choose which step you want to reset the invoice to and on which date the step should be executed (the default is today). The entire invoice or debt collection flow will then be restarted from that step.
Tip: Do you only want to resend an email without resetting the flow? Read: How can I resend an invoice/reminder to the correct email address?
Skip next step
Use this option if a planned step is no longer needed. For example because you have already sent the invoice yourself, or because you want to skip a reminder in this case.
Skip one invoice step
Select 'Skip next step' under 'Edit step'. Confirm your choice to skip the next step of the invoice. The following step of the invoice or debt collection case will then be scheduled.
Please note: Skipping planned steps in invoices cannot be undone. When skipping, make sure this is done in the correct invoice and that only the intended step is skipped.
Skip the 'Send invoice' step of multiple invoices
Do you want to skip the invoice sending for multiple invoices at once? Select the desired invoices in the invoice overview and choose 'Bulk actions' > 'Skip invoice send' in the top right.
Reschedule next step
Use this option if you want to postpone the moment of the next step. For example because a customer has indicated they will pay on a specific date and you want to delay the reminder until then.
Select 'Reschedule next step' under 'Edit step' and set the desired date. Payt takes public holidays, weekends, and permitted sending days into account when scheduling.
Perform next step
Use this option if you do not want to wait for the next step but want it to be executed as soon as possible. For example because you have spoken to a customer and want to send a reminder immediately.
Select 'Execute next step' under 'Edit step'. At the earliest opportunity, Payt will automatically execute the step.
