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Payt documentation and support
Customers
Customers
Learn more about customer settings and available filter options.
How are email addresses used in Payt?
Customer details
How do I add a (B)CC e-mail address?
Where can I find a list of customers with no email address?
What do I do if a customer has provided an email address via the online invoice portal?
Invoice portal
What can my customers do in the invoice portal checkinvoices.com?
Can I see if my customer has opened the portal?
Balance
How does Payt handle outstanding credit notes and invoices for the same customer?
How do I send an outstanding invoices overview?
Grouping and visibility
How do I set up a new customer hierarchy?
