Customers

Find more information about the different customer settings and filter options for customers here.

Grouping and visibility

• How do I set up a new customer hierarchy?

Invoice portal

• What can my customers do in the invoice portal checkinvoices.com?
• Can I see if my customer has opened the portal?

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 file?
• How are email addresses used in Payt?

Balance

• How does Payt handle outstanding credit notes and invoices with the same customer?
• How do I send an outstanding invoices overview?