Knowledge Base

Test Description

Customer

Partner

Requesting to cancel agreement/amend the balance

If you need to close a customers account or amend their balance you can request this through our system.  Please log in to your account.  Click on the Agreement tab on the left and choose Signed. To find the relevant customer details, you can sear...

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By Chris Pursey

November 17, 2023

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...

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By Alex Keith

October 19, 2022

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...

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By Chris Pursey

April 26, 2022

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...

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By Alex Keith

October 19, 2022

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...

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By Alex Keith

October 19, 2022

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...

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By Liz Ralph

October 19, 2022

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...

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By Alex Keith

October 19, 2022

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...

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By Liz Ralph

January 25, 2023

Creating new bulk Pay By Links

Instructions on how to generate multiple Pay By Links at one time.

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By Alex Keith

February 12, 2024

Policy Templates For Your Business Website

Privacy, disclosure and cookies policies

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By Liz Ralph

February 26, 2024

Creating