Paymo FAQ

Answers to your most common questions about Paymoapp.

Quick, simple, and helpful information at a glance.

What is PaymoApp?
PaymoApp is an online project management tool designed to help businesses manage their projects, tasks, and team members more efficiently.
How do I sign up for PaymoApp?
To sign up for PaymoApp, simply visit their website and click on the "Sign Up" button. You can choose from a free or paid plan.
I forgot my login details, what should I do?
Click on the "Forgot Password" link on the login page and follow the instructions to reset your password.
How do I add team members to my PaymoApp account?
You can add team members by clicking on the "Users" tab and then selecting "Invite Users" from the drop-down menu.
How can I create a new project on PaymoApp?
To create a new project, click on the "Projects" tab and then select "New Project" from the drop-down menu. You can then add project details and assign team members.
Can I import projects from other project management tools?
Yes, you can import projects from tools like Asana, Trello, and Basecamp. You can find the import options under the "Settings" tab.
How do I track time on PaymoApp?
You can track time by clicking on the stopwatch icon next to each task. You can also use the desktop or mobile app for easier time tracking.
I am not able to log my time, what could be the problem?
Make sure the task is assigned to you and that it has a start and end date. You can also check if the "Log Time" permission is enabled for your user account.
How do I create invoices on PaymoApp?
You can create invoices by clicking on the "Invoices" tab and then selecting "New Invoice" from the drop-down menu. You can then select the project and tasks to include in the invoice.
Can I customize my invoices on PaymoApp?
Yes, you can customize your invoices by going to the "Settings" tab and selecting "Templates" from the drop-down menu. Here, you can add your branding and customize the layout of your invoices.
I am not receiving email notifications, what should I do?
Check your spam or junk folder and make sure [email protected] is added to your contact list. You can also check your notification settings under the "Settings" tab.
Can I collaborate with clients or external users on PaymoApp?
Yes, you can invite clients or external users to collaborate on specific projects. They will have limited access to the project and tasks assigned to them.
How do I delete a project on PaymoApp?
To delete a project, go to the "Projects" tab, select the project you want to delete, and click on the trash bin icon. Please note that this action is irreversible.
I am receiving an error message when trying to upload files, what should I do?
Check the file size and file type requirements on PaymoApp. You can also try clearing your cache and cookies or using a different browser.
Can I set up recurring tasks on PaymoApp?
Yes, you can set up recurring tasks by clicking on the task name and then selecting "Recurring" from the options. You can then choose the recurrence settings.
How do I assign billable rates to team members?
You can assign billable rates by going to the "Users" tab, selecting the user, and then clicking on the "Billable Rates" tab.
I am unable to add or edit a project budget, what could be the problem?
Make sure you have the "Edit Projects" permission enabled for your user account. You can check this under the "Settings" tab.
How can I view my team's timesheets?
You can view your team's timesheets by going to the "Reports" tab and selecting "Time Reports" from the drop-down menu. Here, you can filter by team member and date range.
Can I export reports from PaymoApp?
Yes, you can export reports in various formats, including PDF, Excel, and CSV. You can find the export options under the "Reports" tab.
How do I cancel my subscription?
To cancel your subscription, go to the "Settings" tab, select "Account" from the drop-down menu, and then click on the "Cancel Subscription" button. Please note that this action is irreversible and you may lose access to your data.
I accidentally deleted a task or project, is there any way to retrieve it?
No, unfortunately, deleted tasks or projects cannot be retrieved. However, you can prevent accidental deletion by using the trash bin feature to archive tasks or projects instead.
How do I change my payment method?
To change your payment method, go to the "Settings" tab, select "Billing" from the drop-down menu, and then click on the "Update Card" button.
I am getting an error message when trying to connect my Dropbox account, what should I do?
Please make sure you are using a personal Dropbox account, not a business account. You can find more troubleshooting tips in PaymoApp's support article here: https://support.paymoapp.com/hc/en-us/articles/360008404833-Connecting-your-Dropbox-account.
How often is PaymoApp updated?
PaymoApp is constantly updated to improve its features and functionality. You can stay updated by checking their changelog here: https://www.paymoapp.com/changelog/.
Can I get customer support if I encounter any issues or have questions?
Yes, you can reach out to PaymoApp's customer support team through their website or by emailing [email protected]. You can also browse their help center for self-service options: https://support.paymoapp.com/hc/en-us.
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