Payt Software

Here's how to set up an invoice schedule that suits your company's style.

How do I determine when invoices and reminders are sent via Payt?

In your administration settings, you can easily decide how securely you want to send your invoices.

How can I send my invoices more securely to my customers?

You can choose whether all invoices and reminders should be sent by default, or only if the outstanding amount exceeds a certain minimum.

How do I set up a minimum open amount for sending invoices and reminders?

Use the formality and default language to set up the communication with your customers.

How do I set the formality and default language for invoice and reminder communication?

Payt does not send an automatic payment confirmation to customers. Read here how your customer can view their payment status.

Does Payt send a payment confirmation to my customer?

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Create your workspace and invite the people you work with.

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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.

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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.

Prototype invite-team answer

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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