Payt Software

Learn about actions you can perform on invoices, customers, and debt collection cases.

Actions

If you need to investigate or correct something in your accounting, it can be useful to pause a file in Payt. While paused, no actions will be taken.

How can I pause or resume an invoice, customer, or debt collection case?

Invoices, customers, and cases can be filtered by labels.

How do I add labels?

By adding relations to Payt, you have an internal address book that makes it easy to send emails to.

How does adding external relations work in Payt?

With internal notes, you can add annotations at invoice, customer, or debt collection case level that are only visible to Payt users. These notes are not accessible to customers.

How does adding internal notes work?

General

In this article we describe how to use a CSV file to filter invoices, customers, and/or cases on their overview pages.

How do I filter invoices, customers, and/or debt collection cases based on a CSV file?

Filters

In this article, we explain how you can add an email received outside Payt to the timeline in Payt.

How do I add an external message to the timeline?

The Payt inbox enables you to process incoming messages from your customers more efficiently, while maintaining a clear overview of all communication in your administration.

How do I sort and filter my messages in the Payt inbox?

You can archive messages in the inbox to keep a clearer overview of open conversations.

How do I archive incoming messages in the Payt inbox?

Keep your Payt dashboard organised by promptly processing unread messages.

How do I process unread messages?

How do I send (standard) messages to my customers?

Inbox

In Payt you can easily create tasks for yourself or your colleagues. You can do this for invoices, customers, or cases.

How do I create tasks in Payt?

In Payt, you can easily create tasks. You then process them in the task list.

How can I process tasks in Payt?

Use standard tasks to quickly and easily insert recurring tasks without having to fill them in every time.

How do I create and use standard tasks in Payt?

Have you created a task that needs to be edited or deleted? You can easily do this from the timeline of the linked file (invoice, customer, or debt collection case).

How do I edit and delete tasks in Payt?

Tasks

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