Overview

You can update your payout bank account at any time on the app, along with which of your team members should be contacted for Pay communications.

Additionally, there are three types of billing notifications you can have automatically sent to your customers:

• New Invoice(s) Created
• Payment Reminders
• Invoice Statements

Follow these steps to change your Pay-related settings.

Add or change your payout account

1. Select Settings, then Pay from the navigation menu.
2. Select Link Bank Account or Remove Account to change the bank account associated with your payouts.
   

Change your Pay contacts

1. Select Settings, then Pay from the navigation menu.
   
2. In the Contact Details section, enter email addresses for the Pay-related points of contact at your company.
   Tip: Separate multiple email addresses with a comma.

    
   
   
   • AR Contacts: Team member(s) who will be notified about payments and payouts.
   • Technical Contacts: Team member(s) who Cut+Dry can contact for any Pay-related issues.

3. Select Save at the bottom of the screen.

Manage outgoing billing notifications

1. Select Settings, then Pay from the navigation menu.
   
2. Toggle on (green) the radio button next to any notification you want to have automatically sent out by Cut+Dry.
3. For each activated notification type, select the date(s) and time(s) to send them from the dropdown menu, then Save.