Support
How can we help you today?
Explore all topics
- Users
Logging in
The login process uses verification by email.
- Users
Joining your team.
When you are added to a team you will be sent an email with instructions to complete the process of joining your team.
- Users
Viewing Client Accounts
When you are logged into Did They Pay you will have access to the accounts your manager has assigned to you.
- Users
Re-sending invoices
If you need to send a client a copy of an invoice you can do this directly from Did They Pay.
- Users
Creating invoices
Creating an invoice and sending it to your assigned clients.
- Business Owners
Company sign up
We offer a free trial to allow you to see the value of using Did They Pay with your team. Signing up is quick and easy.
- Business Owners
Adding a team member
How to add a new user to your team in Did They Pay
- Business Owners
Assign clients
How to assign clients to users.
- Business Owners
Excluding Accounts.
Keep some accounts private by limiting access.
- Business Owners
Reconnecting Xero©
What to do if disconnected to your Xero account.
- Advisors
Joining the Partner programme
Help your clients to mange their invoice tracking and ern a commission.
- Advisors
Adding a client company
Add one of your clients to allow them to use Did They Pay
- Advisors
Connecting Xero©
How to connect a Clients Xero© account to their DTP account
- Advisors
Adding team members to client accounts
You can help your clients by doing this for them.
FAQ's
See our most frequently asked questions.
What information about a company's clients is stored on Did They Pay?
No information about clients is stored in the database, other than API ids used to identify excluded clients and restrict clients. Basic client information is stored in a PHP session variable for caching purposes. This information is only accessable to the login session that generated it and is removed once the session lapses.
Is any company information stored on Did They Pay?
Basic company information is stored in the database, like the company name and industry.
What can the different levels of user do in Did They Pay?
Owner/Advisor
• Can set up users as Advisors, Owners, Admins and Users.
• Can access and edit the subscription package.
• Can access and change the payment details.
• Can allocate clients to Users. All other levels can see all clients.
• Can view accounts and invoices.
• Can send invoices.
• Can create invoices if set to do so.
Admin
• Can only set up Users.
• Can allocate clients to Users. All other levels can see all clients.
• Can view accounts and invoices.
• Can send invoices.
• Can create invoices if set to do so.
User
• Can view accounts and invoices.
• Can send invoices.
• Can create invoices if set to do so.
Are any invoices stored on Did They Pay?
No invoices are stored on Did They Pay.
Can admin users see the client accounts I have excluded at owner level?
Excluded clients are excluded from the entire system. No user level can see excluded clients in the My Clients list.