Payt Software

When activating the 'Reconciliation' module, determine exactly which transactions you want to import and what should happen with linked transactions.

How do I activate the 'Reconciliation' module in Payt?

It is now possible to process patient payments (reconciliation) directly in Payt. This article explains what to keep in mind when switching from WeFact.

How do I switch from payment matching in WeFact to matching in Payt?

Learn how to link transactions with and without a matching suggestion to the correct files.

How do I link a transaction to a file?

Learn how to undo or modify a transaction that has already been matched.

How do I undo or adjust a matched transaction?

Not every bank transaction belongs in your accounts receivable management. Think of purchase payments or bank charges, these can't be linked to a case in Payt.

What do I do with outstanding transactions that don't belong in Payt?

Payt suggests which file an incoming transaction should be linked to and assigns a confidence level to this suggestion.

What does the confidence level mean when (automatically) matching payments in Payt?

Has a customer paid slightly too much or too little? You can write off the payment difference in Payt. How you do this depends on the situation.

How do I write off a payment difference?

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