Access PaySuite

Upload payment data into the system by completing the CSV or Excel template and submitting it through the Bulk Payment Upload process.

Upload payment files

Upload customer records using system templates or custom file formats.

Upload new customers in Access PaySuite

Different types of schedules can be used to choose how Direct Debit payments are set up and collected.

Types of schedules

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Get your customers set up and start collecting payments.

New customers and payments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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