Payt Software

In Payt, you can set multiple email addresses for sending invoices and reminders.

How are email addresses used in Payt?

Learn more about customer settings and available filter options.

Customers

With Payt, you can easily an outstanding invoices overview to your customer. This allows them to see at a glance which invoices are still unpaid.

How do I send an outstanding invoices overview?

Ensure your debtor management is always up-to-date by allocating credit notes for the correct outstanding invoice as soon as possible.

How does Payt handle outstanding credit notes and invoices for the same customer?

Balance

Here's how to add a (B)CC e-mail address for sending invoices and/or reminders.

How do I add a (B)CC e-mail address?

This article explains what to do if a customer has provided or changed their email address via checkinvoices.com.

What do I do if a customer has provided an email address via the online invoice portal?

Within Payt, you can find a list of customers with a missing email address.

Where can I find a list of customers with no email address?

This article explains how Payt determines whether a customer is a consumer or a business.

How does Payt distinguish between private and business customers?

Customer details

Based on predefined conditions, customers are prepared for an early or crisis signal. Customers can easily opt out.

How do I determine which customers are ready for early or crisis signalling?

With the 'Early signalling' module, you can easily report payment arrears to the municipality.

How do I activate the 'Early signalling' module in Payt?

To forward early signals to the municipality, use the bulk actions in the customer overview.

How do I forward early or crisis signals to the municipality and how do I remove the signals?

Payt receives the status of customers who have been reported to the municipality. This gives you immediate insight into customers who have accepted help.

What happens to customers who have been reported to the municipality for early or crisis signalling?

Early signalling

Learn how to manage main customers and sub-customers in Payt.

How do I set up a new customer hierarchy?

Grouping and visibility

This article tells you what the status of your email means.

Can I see if my customer has opened the portal?

In the invoice portal, your customers can perform various actions.

What can my customers do in the invoice portal checkinvoices.com?

Invoice portal

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