How do I submit supporting documents?
Depending on the type of agreement you have with PayItMonthly, you may be required to submit some supporting documents for each customer. This is so that we have the documents on file and therefore do not need to keep coming to you to supply them in each case that we may need them.
It is simple to upload the supporting documents. Once you have completed the agreement with the customer, follow these steps:
Log into your account and click on the Accounts Requiring Attention option under the Administration tab.
Then select the customer you want to upload the documents for. Select "Supply Information" on the right hand side, you may need to scroll to the right to find the button.
Next, you will need to confirm that you have completed the service/delivered the product to the customer, select the product you are on (or collection only if for any reason you want the account to be processed that way) and upload the supporting documents. Please note the documents for the account must be uploaded at the same time as once the upload has been completed the account will no longer be accessible to you to upload anything further.
Then simply click on Choose File and select the document from where you have saved it on your computer. You can select up to 5 separate uploads.
Once you have uploaded the documents you need to submit, click on submit.
And that's it! You will get a message confirming that the verification will be completed shortly.
The documents required will depend on what your agreement is with us. If you have any questions about what you need to include, please don't hesitate to contact us via email or phone.