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, yo...
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 un...
Customer
How Do I Create An Account?
Creating a PayItMonthly account is easy! Simply follow these steps: Go to payitmonthly.uk and open the Menu then click on the Pricing button. You now just need to decide which is the package for you by clicking Sign Up on the package you have se...
PayItMonthly Handbook
This page provides links to give you an overview of the processes and procedures for new PayItMonthly clients from the initial submission of Agreements through to the collections process. Submission Process As part of the process, you will need to...
How to edit a remote agreement
Once you have filled out your remote agreement, it will be sent to the customer to sign ( to see how to complete a remote agreement, click here ). The agreement will then be sitting in your list of unsigned accounts (until the customer signs it)....
Pre-Authorisation
Pre-authorisation payment When you apply for finance with PayItMonthly, we will ask your bank to confirm that the funds for your first instalment are available. Providing the funds are available, the bank then puts a hold on these funds. This i...
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, yo...
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 acc...
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 un...
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...
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 syst...
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...
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 Gr...
Legal Requirements For Your Business Website
When you register to partner with us, you will notice there are a few things we ask you to confirm are included on your website. There are reasons for this – we are not just being nosey, we promise! Firstly, these are legal requirements. This is p...