How to get started with Payt? In this article we cover the different options and inner workings of our software.
Payt automates the credit management process for your company, while keeping you in full control. We connect to your bookkeeping software to retrieve any open and new invoices once a day. Payt will automatically send reminders to your customers if invoices are overdue, based on the due dates of the invoices in question. The how and when of the process of reminding your customers will have been configured during the implementation phase. If an invoice is eventually paid, we will get that information from the connection to your bookkeeping software.
After logging in to Payt you can click on your administration. This will present you with a dashboard containing a summary of all current information. On the left side of the dashboard you will see your open invoices, split up per phase. On the right side of the dashboard you will see an overview of any item that may require your attention. You can read more about these items requiring attention here.
On your invoices page you can access a full list of all your invoices, including a host of filters. One of these filters is the attention section. Invoices can end up in this section for a variety of reasons, however many of these you can resolve yourself. Read more about the attention filters on our support portal.
By clicking on an invoice number, you can view the details page of that invoice, as illustrated below. You can find all information regarding the invoice here, such as the invoice amount, invoice data, due date an debtor information. On the right side of this page we will show a timeline containing all communication that has thus far been sent to your debtor. Any communication still planned for later you will see to the left of your screen.
If you agree upon a payment plan for only this invoice you can click the payment plan button on this invoice details page. Payment plans in general can be created for a collection of invoices and/or credit cases.
On your debtors page your will find an overview of your debtors and several filter options. One of these filter categories is Attention. Debtors can show up as for your attention for multiple reasons, most of which you can resolve yourself. Additional information about this filter is available here.
By clicking on a specific debtor your will open the details page of said debtor, as shown in the screenshot below. Here you will find things such as debtor address data, their invoices, cases and planned steps. This support article provides more detail on the debtor details page.
Payt retrieves debtor details from your bookkeeping software, but only if the debtor has an open invoice. If you wish to edit debtor details in Payt, you will have to make these adjustments in your bookkeeping software. We will apply these changes to the data in Payt after the next import.
A debtor with an unpaid invoice will be reminded by Payt, following a schedule set for your preferences. If an invoice remains unpaid long after the due data, Payt can start a debt collection case. Within such a collection case, you yourself decide on collecting or remitting any additional debt collection costs. This ensures that you remain in control of the relationship with your debtors during an debt collection cases as well.
Payt will automatically import data from your bookkeeping software each day. During this import we will retrieve your new invoices and invoices that are as yet unpaid. Details on these imports can depend on what bookkeeping software you use. You can read more about importing data here.
Pausing your Payt administration
Should you or your employees go on holiday or if there are some issues that need to be resolved, you may wish to pause your administration in Payt. You can do so via the administration settings page which is accessible from your dashboard. Details on how to pause (and resume) your Payt administrations can be read here.
Send and read messages
Within any invoice, case or debtor detail page you can leave a message for your debtor. You can for instance find out this way why an invoice is overdue. Your debtor will receive your message per email and can leave a reply to your message. For more information on how to handle incoming message, click here for our support article.
If your debtors make use of our online payment options, you will find the list of online payments on the top menu. More details on the different states of these payments is available here.
Did you not find the answer to your question in this article? Then you can request a phone call with one of our implementation specialists. They are happy to provide a full introduction to Payt. To make an appointment, please contact our service desk via chat or phone.