In this article you will find basic invoicing settings you can choose in Payt.
Set reminders
By answering three questions, you decide when Payt should start sending reminders to your customers:
- How many days after the due date you want to send the first reminder
- How often you want to send a reminder
- What the payment term should be for your reminders
Are there any exceptions to this? Please discuss them with a Payt employee to go through the options.
Minimum amounts for sending
Furthermore, in your 'Invoicing' settings, you can enter a minimum amount for which Payt is allowed to send a reminder.
The invoice will get blocked if the outstanding amount is lower than the minimum. You can then decide how to handle this:
- You don't do anything and wait for the client to pay without sending reminders
- You lower the minimum amount so a reminder can be sent
- You write it off in your accounting software
Communication
You can set a default language for communicating with your customers under the 'Language and country' settings. Furthermore, you can choose here:
- Formal or informal communication: do you address your customers in a formal or informal manner?
- Substitute language: if a language from your accounts is included that we don't have a translation for, which language do you want to use?
Sending days
You can customise the dispatch days on which invoices and reminders are sent. By default, invoices are sent from Monday to Saturday, and reminders from Monday to Friday. Here, you could also add Saturday and/or Sunday.
If you don't do your bookkeeping every day, you can choose to send reminders only on the days after bookkeeping is done to avoid unwarranted reminders.
