Knowledge Base

Test Description

Requesting to cancel agreement/amend the balance

Requesting to cancel agreement/amend the balance ‍ Step 1 Log in to your PayItMonthly account and navigate to: Agreements > Signed You can search / filter by any of the search criteria via the boxes at the bottom of the table to find the customer/...

Approving/Cancelling PAR REF accounts

Approving/Cancelling PAR REF accounts What is Partner Refer? Partner Refer is a manual approval process that allows your business to review a finance application before deciding whether to proceed. ‍ It's most commonly used alongside our Collectio...

Updating Your Bank Account Details

Updating your Bank Account Details For security reasons, any changes to your bank account details must be verified before they can be applied to your account. You can request a bank account change at any time from within your PayItMonthly account....

When You'll Get Paid With PayItMonthly

When You'll Get Paid With PayItMonthly Watch Video Here! Depending on your plan you will receive your payout from us on a monthly, weekly or daily basis. Outlined below are the payout frequencies for our main plans.   ‍ Pro Plan Cut Off: 11:59pm o...

Expand Your Customer Base with Partner Refer

What is Collection Only (CO)? Our Collection Only (CO) product allows you to offer finance to customers who may not qualify under PayItMonthly's standard lending criteria. ‍ With CO, your business accepts the lending risk for the finance agreement...

Boost your acceptance with Pass Genie

Boost Acceptance With Pass Genie Watch Video Here! What is Pass Genie™? Pass Genie™ helps you approve more customers while PayItMonthly continues to provide the finance and take the lending risk. ‍ Using AI-powered decisioning, Pass Genie expands ...

Requesting to cancel agreement/amend the balance

Requesting to cancel agreement/amend the balance ‍ Step 1 Log in to your PayItMonthly account and navigate to: Agreements > Signed You can search / filter by any of the search criteria via the boxes at the bottom of the table to find the customer/...

Creating New Users

Creating New Users Rather than sharing a single login, you can create individual user accounts for everyone in your business. Each user signs in using their own business email address and can be assigned the permissions they need. ‍ You'll need to...

Approving/Cancelling PAR REF accounts

Approving/Cancelling PAR REF accounts What is Partner Refer? Partner Refer is a manual approval process that allows your business to review a finance application before deciding whether to proceed. ‍ It's most commonly used alongside our Collectio...

How to view remittances and invoices

How to view remittances and invoices You'll receive an email from PayItMonthly each day, week or month (depending on your plan) confirming your latest payout and any associated charges. If you'd like to see a more detailed breakdown or check a pre...

Group Permissions

Group Permissions Group Permissions Permission Groups control what each user can see and do within your PayItMonthly account. ‍ Several default Permission Groups are included to suit most businesses. If you need more flexibility, you can also crea...

Updating Your Bank Account Details

Updating your Bank Account Details For security reasons, any changes to your bank account details must be verified before they can be applied to your account. You can request a bank account change at any time from within your PayItMonthly account....

Monthly Fees and Legal Costs

Breakdown of legal costs

When You'll Get Paid With PayItMonthly

When You'll Get Paid With PayItMonthly Watch Video Here! Depending on your plan you will receive your payout from us on a monthly, weekly or daily basis. Outlined below are the payout frequencies for our main plans.   ‍ Pro Plan Cut Off: 11:59pm o...

Expand Your Customer Base with Partner Refer

What is Collection Only (CO)? Our Collection Only (CO) product allows you to offer finance to customers who may not qualify under PayItMonthly's standard lending criteria. ‍ With CO, your business accepts the lending risk for the finance agreement...

Boost your acceptance with Pass Genie

Boost Acceptance With Pass Genie Watch Video Here! What is Pass Genie™? Pass Genie™ helps you approve more customers while PayItMonthly continues to provide the finance and take the lending risk. ‍ Using AI-powered decisioning, Pass Genie expands ...

When we take payments

When we take payments Changing your repayment date You can move your monthly repayment date by up to  7 days and providing you still make your  full monthly repayment  it will  not be reported as a late payment to credit reference agencies. This...