This article gives you some pointers on how to get started as a fresh Payt user.
As a new user, how can you quickly become familiar with the Payt system? To get you started, this article explains how Payt works and what you can do yourself within the Payt environment.
How does Payt work?
Payt automates your organisation's debtor management while you retain full control. By linking to your accounting system, outstanding items and new invoices are automatically loaded into Payt at specific times. The process, lead time, and how debtors are reminded of outstanding invoices are already set during the implementation phase. Based on the due date of an invoice, the invoice goes through all the steps of this process until payment follows.
What can I do myself within Payt?
After logging in, click on an administration, which takes you to the dashboard. On the left-hand side, you will find an overview of all the steps in your debtor management. For each step, you can see how many invoices are still open and the combined value of these invoices. On the right-hand side, you will see the points of attention on the dashboard.
Invoices
On the invoices page, you will find an overview of all invoices and the various options. Here you will also find the 'Attention' filter. Invoices can end up in the attention filter for various reasons. You can solve most of the attention reasons yourself.
- Clicking on a specific invoice number takes you to the invoice page, which you can see in the screenshot. Here you can find all the information about this invoice, such as the invoice amount, invoice date, due date, and customer details. On the right side of the page, you can find a timeline of correspondence. You can also see when the next step in the invoice process is planned.
- If you have settled on a different payment with your customer, you can register it in Payt as a payment plan. A payment plan can be created for an invoice, debtor, case, or across multiple invoices and/or cases.
Customers
The customers page contains an overview of debtors and several filter options. Here you will also find the 'Attention' filter. Debtors can end up in the attention filter for various reasons. You can solve most of the attention reasons yourself.
- Clicking on a specific customer number takes you to the customer page. Here you will find the customer details, invoices, cases, and planned steps, among other things.
- Payt retrieves the customer details from your accounting package, provided the customer has an open amount. If you want to edit any customer details in Payt, you should therefore first make this change in your accounting package.
Cases
A debtor with an open invoice will be reminded by Payt using the agreed flow. If the invoice has not been paid well after the due date, a collection process starts automatically. You decide yourself whether you want to waive or collect collection costs.
What else do I need to know?
Daily imports
Every day, Payt performs an automated import. This import involves importing your outstanding items and new invoices from the accounting system. How this works depends on the accounting package you use.
Pausing your accounts
If you are going on holiday and the accounts won't be updated for a while, or if your automatic import is failing, you can pause your administration in your administration settings. To do this, you click on the cogwheel at the top right of the screen, and go to 'Invoicing' in the left column. Here, you can choose if and how to pause your administration.
Posting and handling messages
You can leave a message for a customer at an invoice or case. This way, you can easily contact them, e.g. to ask why they are not paying an invoice. Your customer receives a notification of this and can leave a comment.
Online payments
Does your customer pay online via the Payt payment options? Then you will find this under the 'Online payments' tab.
