Miscellaneous

How to edit email templates

If you wish to customize how your new invoices, estimates or late payment reminder emails look like and make them your own, you need to click on: Your name …

Custom SMTP settings

By default all email notifications that are sent to your clients come from the Paymo email server. With the custom SMTP setting you allow the system to send emails through …

Paymo API

The Paymo API allows developers to access all the data in a Paymo account programatically. This can be used for third party integrations with our app, on-site backup processes or …

Collapse the sidebar menu

In Paymo you can collapse various menus to free up screen real estate, this is especially useful if you have a lower resolution screen on a laptop. To collapse the …

What type of access do clients have?

Clients have access to their invoices and time reports via the client portal. In order to grant them access please go to: Clients → Contacts → Edit → check the …

Search in Paymo

The global Search function can be used to find tasks, projects, files, estimates, invoices, expenses etc. across all projects. Once you type at least thee characters Paymo will start offering …