How do I view a mandate?

  1. Click on the menu bar.
  2. Select "Mandates" to view all mandates and their status.

How do I view a payment?

  1. To view payments, go to the menu bar
  2. Select the "Payments" tab to check the status of every payment.

How to create an invoice on GetzPAID?

  1. Go to the menu and select 'Invoices.’
  2. Choose the customer's UMRN number to create an invoice.
  3. Choose the type for creating invoices.

Single Invoice:

  1. Select Custom Setup or File Upload.
  2. Fill in the necessary details.
  3. Click "Submit" to save or "Send email" to send the invoice to the customer. To delete the entire invoice, click on the 'Delete' button.
or

    Multiple per Payment:

  1. Select "Custom Setup" or "File Upload."
  2. Fill in the necessary details.
  3. Click "Submit" to save or "Send email" to send the invoice to the customer.To delete the entire invoice, click on the 'Delete' button

How do I view reports?

  1. To view Reports, go to the menu bar.
  2. Select the “Reports" tab to check the status of every payment