You can easily configure how securely invoices are sent to your customers in your administration settings. The settings to manage customer and invoice information security can be found under the ‘Customer portal’ tab. Follow these steps:
Open your administration settings by clicking the cogwheel icon in the top right corner of Payt.
Go to the 'Customer portal' tab on the left.
Here, you will find two settings:
Additional authentication for customer portal access
Privacy sensitive attachments
Additional authentication for customer portal access
You can require customers to complete extra authentication in the online invoice portal (checkinvoices.com) before they can view their data and invoices. This is configured under ‘Additional authentication for customer portal access’. There are five options:
Option | Meaning |
Additional authentication is never required | Customers can view all data without additional verification. |
Additional authentication required for access to every page | Customers must complete verification for every page in the portal. |
Additional authentication required for access to sensitive information* | Customers can only access sensitive information once verified. |
Additional authentication required for access to sensitive information* (only for private customers) | Private customers must verify to see sensitive information; business customers always have access. |
Sensitive information* not accessible. | Sensitive information is never accessible to customers. |
*Sensitive information = documents and attachments related to invoices
Choosing the type of authentication
After selecting the level of extra authentication, you can choose the type of authentication. You can specify a primary method and a secondary method in case the first is unavailable.
Available authentication methods are:
Postcode and house number verification
With this option, the customer must first provide their postcode and house number before they can access their data.
One-time password (OTP) via SMS
With this option, the customer first receives a one-time code via SMS. They must enter this code before they can access their data.
One-time password (OTP) via email
With this option, the customer first receives a one-time code via email. They must enter this code before they can access their data.
Tip: The authentication method 'Verification of postal code and house number' works best when you make it mandatory to import a postal address for all your customers. This guarantees that all your customers in Payt have a postal address on file. You can find this in the 'Import' tab in your administration under the setting 'Required customer address'.
Sending privacy sensitive attachments via email
Sensitive attachments include the invoice document (PDF and UBL) and any invoice attachments.
Option | What does it mean? |
Include attachments | Documents are sent as email attachments. |
Exclude attachments | Documents are never sent as email attachments. |
Exclude attachments (private customers only) | Documents are only attached for business customers. |