How do I process unread messages?
Keep your Payt dashboard organised by promptly processing unread messages.
When using Payt, your customers can easily send messages through the online invoice portal. This enables direct communication with your customers and allows you to respond to invoice-related questions straight from Payt.
In the overview of your Payt administration(s), you can immediately see which messages are still unanswered. You can also access them easily via the Payt inbox.
How do I process unread messages in the inbox?
- Click the 'Inbox' button in the top left corner of Payt to open the organisation inbox.
- Open the message you want to process.
- From here, you can take three actions:
- Mark the message as read: Click the open envelope icon in the top right.
- Reply to the message: Click the 'Reply' button in the top right.
- Mark the message as read: Click the open envelope icon in the top right.
Tip: Messages are not marked as 'Read' by default when opened in the Payt inbox. You need to do this manually. Want to change this setting? Follow these steps:
- Open the organisation dashboard in Payt.
- Click the 'Organisation settings' button in the top right.
- Go to the 'Inbox' tab on the left.
- Under 'Mark messages as read', select 'When opening a conversation' instead of 'Manually (default)'. This way, messages will be marked as read automatically when opened.
How do I process unread messages by customer, invoice, or debt collection case?
- Start from the administration dashboard.
- In the 'Customers', 'Invoices', or 'Debt collection cases' widgets, click the row indicating unread messages.
- You will see an overview of files with unread messages. Open the file to read the message.
- In the timeline on the right, you can:
- Mark the message as read: Click the three dots in the top right of the message and choose 'Mark as read'.
- Reply to the message: Click 'Message' at the top of the timeline.
- Mark the message as read: Click the three dots in the top right of the message and choose 'Mark as read'.
- Once the message is marked as read or has been replied to, it will disappear from the overview. This allows you to easily move on to the next unread message.
Note: Do you see a customer with an unread message on the dashboard, but there is no unread message directly under the customer? In that case, the unread message will be inside an invoice or collection case for that customer.