Payt Software

For a sent email, you can see whether the customer has opened the customer portal via the link in that email.

Can I see whether my customer has opened the online invoice portal?

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

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

In Payt, you can allow customers to add or update their email address themselves via the online invoice portal. This article explains how to set this up and how it…

How can customers add or update their email address via the invoice portal?

In Payt, you configure which invoices are visible to your customers in the online invoice portal. Choose between outstanding, all, or separate invoices, and override this per customer.

Which invoices can my customers see in the online invoice portal?

Customers receive access to checkinvoices.com via email, letter, or SMS. How they log in depends on which communication method was used.

How do my customers access the online invoice portal checkinvoices.com?

Use the 'Support channels' setting to determine how customers contact you from the online invoice portal: via the contact form, your own support page and/or a support email address. At…

How do I set which support channels customers can use to contact me from the online portal checkinvoices.com?

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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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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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