How do I send a message?
You can send a message from Payt for any case (customer, matter or invoice). The message will be visible to the customer via the online portal, and they will be notified by email.
If a customer has no email address in Payt, no email will be sent and they will not receive a notification. The message will still be visible to them in the online invoice portal.
How to send a message to a customer:
Click 'Message' at the top of a case timeline.
Set the recipients (defaulting to the customer's general email address), subject, and content, optionally add an attachment, or choose a standard message.
Click 'Send to customer'.
Note: Messages are sent on behalf of the user who created the message.
What does the customer receive?
The customer receives an email containing the message and a single button: 'Reply to this message'. The email does not contain any online payment buttons, direct debit authorisation links, or other action options. Via the button, the customer is directed to the online invoice portal, where they can perform all the usual actions, such as making a payment or setting up a direct debit.
Where can I find a sent message?
Sent messages appear in three places in Payt:
In the timeline of the invoice, customer or debt collection case.
In the Payt inbox.
In the customer's invoice portal.
Tip: The timeline shows when the message was sent, to which email address, by which user, and whether it was opened. You can also resend a message via the three dots to the right of it.
How do I create a standard message?
If you frequently send the same messages, standard messages can save you time. To create one:
Click the gear icon in the top right of Payt to open the administration settings.
Go to 'Messages' in the left-hand menu.
Click 'Add standard message'.
Set the description, any default CC/BCC email addresses, and the message text. You don't need to add a signature — it will be added automatically if you have configured one.
Click 'Save standard message'.
How do I send a message to multiple customers at once?
To send a message to multiple cases at once:
Go to the invoices, customers, or matters overview in Payt (depending on where you want to send from).
Select the cases you want to message.
Click 'Send messages'.
Add a subject, message and optional attachment, or choose a standard message.
Click 'Send to customer'. The same message will be sent individually to each selected case.