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Setting up Paymo
Getting started

Once you sign up for a free or a premium Paymo account, your company information will be accessible via your own company Paymo URL (web address). During the sign-up process, you will be asked to choose a name for your URL, in the following format:

Setting up Paymo You will need to chose the part that is in bold above. For example if your company is named WebStar, then you could choose the following for your company’s Paymo URL:
Company Settings
Company Settings
Before you begin to use Paymo, it is very important to configure it fully by going to Company Settings to input your company details, logo, tax rate, and set up your email templates.
Paymo supports users all over the world. Because of this, the system allows for each account to work in multiple languages and currencies. You can even create invoices with different currencies in the same account!
My account
My Account
Paymo makes it easy to apply specific settings to each user account. For example, each user in the system can have different date formats and interface languages. This is ideal for companies that have employees in different countries. Each user can set up his settings My Account.
As you begin to work in Paymo, you should set up each new Client first. Once you have a Client set up in the system, you can begin to create Projects under that client, and then set up Tasks under each Project.
Flexible billing rates
We realize that companies and freelancers may charge different hourly rates for each project. For this reason we’ve made it easy to set up different rate scales by offering flexible options for companies that may need to bill different rates at different times. You can set up a default hourly rate for your company (which will be applied to every new project), or you can set up different hourly rates per project, per employee, or per task.
NOTE: Certain rates will override others, in the following hierarchy:
  • User Rate (overrides the Task Rate and Project Rate)
  • Task Rate (overrides the Project Rate)
  • Project Rate