Payt Software

Manage your invoices: invoice steps, documents, error messages, and filter options.

Invoices

Read here how to delete an invoice so that it can be re-imported with corrected details.

How do I delete an invoice?

Not every invoice needs to be processed in the same way. Configure per invoice type whether it is imported and sent, imported only, or not imported at all in Payt.

How do I configure per invoice type whether an invoice is imported and/or sent?

General

To resend an invoice or reminder to the correct email address, first make sure the email address is correctly set up in Payt. Then it can be resent.

How can I resend an invoice/reminder to the correct email address?

How do I resend an invoice or reminder by post?

Resetting, skipping, rescheduling, or immediately executing planned steps are all done using the 'Edit step' button.

What can I do with the 'Edit step' function?

Mark invoices as forwarded to an external party via the 'Bulk actions' button to stop the invoicing process and change the status of the invoices.

How do I mark invoices as forwarded to an external party?

Edit invoice steps

The blocking reason ‘Possible bookkeeping mistake’ can have various causes. In this article, we explain how to resolve it.

How do I solve a potential bookkeeping mistake?

This support article explains what each blocking reason means and what you can do to remove the block from the invoice.

Why is my invoice blocked?

Errors

Different types of files can be linked to invoices in Payt. Read here what the difference is between an invoice document and an invoice attachment, and when they are required.

What is the difference between an invoice document and an invoice attachment?

An invoice document, UBL document, or invoice attachment can be added to an invoice in Payt in several ways. Read here which methods are available and which requirements files must…

How do I add an invoice document and/or invoice attachment?

Is a linked invoice document, UBL document, or invoice attachment incorrect or outdated? Read here how to replace or delete files via the invoice page or your accounting package.

How do I replace or delete an invoice document or attachment?

With Mail2Payt you supply invoice documents, UBL documents, and attachments automatically via email. Read here how Mail2Payt works and what you need to use it.

How does Mail2Payt work?

Via a ZIP file you can upload multiple invoice documents, UBL documents, or attachments at once on the 'Imports' page. Read here how this works and what you need to…

How do I add multiple invoice documents at once using a ZIP file?

Invoice documents and attachments

Paid invoices can be found under the 'Show completed invoices' filter.

Where do I find paid invoices?

This article tells you how to filter by invoice amount, customer, invoice date, due date, and relation manager.

What filters can I apply to my invoice list?

Filter options

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