Knowledge Base

Test Description

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...

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By Chris Pursey

updated 5 months 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...

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By Chris Pursey

updated 4 months ago

Customer

How Do I Create An Account?

Creating a PayItMonthly account is easy! Simply follow these steps: Go to payitmonthly.uk and 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 selected.  You now...

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By Chris Pursey

updated 6 months ago

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)....

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By Chris Pursey

updated 6 months ago

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...

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By Chris Pursey

updated 6 months ago

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 5 months 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 4 months ago