Learn how to review, accept, or reject customer agreements under the Partner Refer setting, and understand the 3-day time limit for actioning these requests.

Broaden your customer base with Pass Genie, PayItMonthly’s AI-powered approval engine. This article explains our flexible tiers, how the automated fee structure applies to different customer profiles, and how you can enable this feature to capture more sales opportunities

Maximize your conversion rates with Partner Refer, a flexible financing option that lets you approve customers who fall outside standard credit criteria. Learn how this 'at-your-own-risk' model works, from the secured first installment to our remit-as-paid structure. This guide also covers our flat-rate fee and the dedicated support provided by our in-house collections team to help you recover missed payments.

Learn how to securely upload required supporting documents for your customer agreements and confirm delivery of goods or services.

Ready to finalise an agreement? Learn exactly what documents we need to verify your customer's application, including a downloadable template for combined invoices and proof of delivery. Follow these guidelines to ensure your agreement is included in the next billing run.

Learn how to view, search, and download your monthly payout breakdowns and invoice histories using the Remittance and Invoices tabs.

Learn how to locate a signed customer agreement to request an account closure, issue refunds, or adjust an account balance up or down.

Get a clear timeline of your payment journey. We outline how your chosen plan determines your payout frequency and explain the 'cut-off' rules for submitting supporting documents. Ensure your business stays on track by understanding the difference between weekly cycles and next-working-day payouts.