Activating the setting
Open your administration settings via the gear icon in the top right of Payt.
Go to the 'Customer portal' tab in the left menu.
Enable one or both of the following options:
'Allow customers to update the general contact email address': lets customers change the default contact email address.
'Allow customers to update the invoicing email address': lets customers change the email address used for invoice delivery.
Save your changes using the button at the bottom of the page.
Note: Does a customer want to use a separate email address for reminders? They can update the invoicing email address to their preferred address for invoices. The general email address will then automatically be used for reminders.
How does it work for customers?
Once you have activated one or both settings, customers can add or update their email address directly when opening the invoice portal, using the 'Edit email addresses' button.
Tracking and processing updated email addresses
After every change, you will receive a notification on the Payt dashboard. Use this notification as a prompt to also update the email address in your accounting software.