In your 'Import' settings, various settings can be adjusted to see exactly the data you expect.
To make sure you see the correct data in Payt and all your invoices are imported properly, you can change various settings. To do this, go first to your administration settings via the cogwheel icon at the top right.
Choose the 'Import' tab on the left. Here you will find everything set regarding importing data from your accounting package into Payt.
Automatic import
The 'Automatic import' setting relates to the daily import that is usual in Payt. By default, this setting is set to 'At entered moments'.
- At entered moments: at least once a day, an automatic import is carried out at set times
- When providing import file: provided an import file (CSV file) is delivered, an import is only carried out if a file has been delivered to us
- Do not import automatically: an import is only started if you choose 'Import now' on the 'Import' page (no automatic imports)
Handling of different invoice types
You can indicate how you'd like certain invoices to be handled: imported and sent to your customer, imported but not sent to your customer, or not imported at all. This can be set for:
- The handling of zero amount invoices
- The handling of prepaid invoices
- The handling of credit invoices
Customers, invoices and payment conditions to be ignored
You can ignore invoices, customers, and payment conditions by entering them in the ignore list. Read more in this support article: 'How do I prevent certain data from being imported into Payt?'