How does Payt handle outstanding credit notes and invoices with the same debtor?

Here's how to make sure your accounts for customers are up to date.

From time to time, an invoice needs to be credited for some reason. If a customer has a credit note and an outstanding invoice, Payt sees these two as separate objects. This has two consequences.

  1. First, it means that Payt will start reminding the outstanding invoice. This also happens if the amount of the credit note is higher than or equal to the amount of the invoice. The reminder can be prevented by ofsetting the invoice and the credit note against each other (as far as possible) when the credit note is created. This way, only the outstanding amount will be communicated to your customer.
  2. Secondly, Payt will not automatically start a collection process as long as the customer is still aware of a credit note that's not been signed off yet. In such cases, it is still possible to start the collection process manually.