Payt Software

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?

Received a message in the inbox that you want to forward to an email address outside Payt? You can do this easily using the forward option.

How do I forward a message in the inbox?

You can set up an auto-reply per administration for incoming messages from customers. This is useful if you're going on holiday, for example, or if things are temporarily very busy.

How do I set up an auto-reply?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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