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.
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.