Knowledge Base

Test Description

Customer

Partner

Requesting to cancel agreement/amend the balance

You can send us a request to either Cancel/Recall the agreement or to request an Increase/Decrease of the balance.  Please log in to your account.  Click on the Agreement tab on the left and choose Signed. To find the relevant customer details,...

Avatar

By Chris Pursey

updated 8 months ago

Creating New Users

You can now create individual Users for your PayItMonthly account. This means that everyone who uses the account can log in with their own email address and password. You can also control what each new user has the ability to do and see on the...

Avatar

By Alex Keith

updated about 1 month ago

Approving/Cancelling PAR REF accounts

If you have Partner Refer (PAR REF) setting active on your account you can decide whether you would like to accept the customer's agreement at your risk.  You can approve/cancel these accounts by simply login into your account, going into tasks...

Avatar

By Chris Pursey

updated 7 months ago

How to view remittances and invoices

You will receive an email from PayItMonthly each month letting you know how much you will be paid and what charges there will be but if you want to look into this in a bit more detail or find out how much was paid in a previous month you can check...

Avatar

By Alex Keith

updated about 1 month ago

How to view payments received from your customers

There may be occasions where you want to look at a batch of payments, from particular customers or in a specific date range. The system has the facility for you to be able to view this. You can also view your invoices from PayItMonthly on the...

Avatar

By Alex Keith

updated about 1 month ago

Pay By Link

We have a new way for your customers to sign Agreements - Pay By Link. This is a secure and simple way of sending the Agreement to the customer to complete. Here's how it works: Go to your account. Under Agreements, you will see the option "Pay By...

Avatar

By Liz Scott

updated about 1 month ago

Group Permissions

Group Permissions allow you to see what features of your PayItMonthly account each of your Users will have access to. You can also create your own custom Permission Group if none of our already set Permission Groups work for you.  To access the...

Avatar

By Alex Keith

updated about 1 month ago