Payt Software

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?

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

How are email addresses used in Payt?

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 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?

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

How does Payt distinguish between private and business customers?

Via 'Customer settings' on the customer page, you can disable invoice sending or the sending of the final reminder per customer.

How do I disable invoice sending or the final reminder for a specific customer?

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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