[{"data":1,"prerenderedAt":888},["ShallowReactive",2],{"navigation":3,"\u002Fmoney-in\u002Fcustomers":148,"\u002Fmoney-in\u002Fcustomers-surround":883},[4,8,12,16,81,98,115],{"title":5,"path":6,"stem":7},"Home","\u002Fhome","1.home",{"title":9,"path":10,"stem":11},"Insights","\u002Finsights","2.insights",{"title":13,"path":14,"stem":15},"Transactions","\u002Ftransactions","3.transactions",{"title":17,"path":18,"stem":19,"children":20,"page":38},"Money In","\u002Fmoney-in","4.money-in",[21,39,43,64,77],{"title":22,"path":23,"stem":24,"children":25,"page":38},"Get Paid","\u002Fmoney-in\u002Fget-paid","4.money-in\u002F1.get-paid",[26,30,34],{"title":27,"path":28,"stem":29},"Payment Links","\u002Fmoney-in\u002Fget-paid\u002Fpayment-links","4.money-in\u002F1.get-paid\u002F1.payment-links",{"title":31,"path":32,"stem":33},"Pay Buttons","\u002Fmoney-in\u002Fget-paid\u002Fpay-buttons","4.money-in\u002F1.get-paid\u002F2.pay-buttons",{"title":35,"path":36,"stem":37},"Electronic Mandates","\u002Fmoney-in\u002Fget-paid\u002Felectronic-mandates","4.money-in\u002F1.get-paid\u002F3.electronic-mandates",false,{"title":40,"path":41,"stem":42},"Customers","\u002Fmoney-in\u002Fcustomers","4.money-in\u002F2.customers",{"title":44,"path":45,"stem":46,"children":47,"page":38},"Recurring","\u002Fmoney-in\u002Frecurring","4.money-in\u002F3.recurring",[48,52,56,60],{"title":49,"path":50,"stem":51},"Collections","\u002Fmoney-in\u002Frecurring\u002Fcollections","4.money-in\u002F3.recurring\u002F1.collections",{"title":53,"path":54,"stem":55},"Subscriptions","\u002Fmoney-in\u002Frecurring\u002Fsubscriptions","4.money-in\u002F3.recurring\u002F2.subscriptions",{"title":57,"path":58,"stem":59},"Mandates","\u002Fmoney-in\u002Frecurring\u002Fmandates","4.money-in\u002F3.recurring\u002F4.mandates",{"title":61,"path":62,"stem":63},"Stored Cards","\u002Fmoney-in\u002Frecurring\u002Fstored-cards","4.money-in\u002F3.recurring\u002F5.stored-cards",{"title":65,"path":66,"stem":67,"children":68,"page":38},"Commerce","\u002Fmoney-in\u002Fcommerce","4.money-in\u002F4.commerce",[69,73],{"title":70,"path":71,"stem":72},"Invoices","\u002Fmoney-in\u002Fcommerce\u002Finvoices","4.money-in\u002F4.commerce\u002F1.invoices",{"title":74,"path":75,"stem":76},"Products","\u002Fmoney-in\u002Fcommerce\u002Fproducts","4.money-in\u002F4.commerce\u002F2.products",{"title":78,"path":79,"stem":80},"Terminals","\u002Fmoney-in\u002Fterminals","4.money-in\u002F5.terminals",{"title":82,"path":83,"stem":84,"children":85,"page":38},"Money Out","\u002Fmoney-out","5.money-out",[86,90,94],{"title":87,"path":88,"stem":89},"Balances","\u002Fmoney-out\u002Fbalance","5.money-out\u002F1.balance",{"title":91,"path":92,"stem":93},"Recipients","\u002Fmoney-out\u002Frecipients","5.money-out\u002F2.recipients",{"title":95,"path":96,"stem":97},"Payouts","\u002Fmoney-out\u002Fpayouts","5.money-out\u002F3.payouts",{"title":99,"path":100,"stem":101,"children":102,"page":38},"Developers","\u002Fdevelopers","6.developers",[103,107,111],{"title":104,"path":105,"stem":106},"Access Tokens","\u002Fdevelopers\u002Faccess-tokens","6.developers\u002F1.access-tokens",{"title":108,"path":109,"stem":110},"Integrations","\u002Fdevelopers\u002Fintegrations","6.developers\u002F2.integrations",{"title":112,"path":113,"stem":114},"Webhooks","\u002Fdevelopers\u002Fwebhooks","6.developers\u002F3.webhooks",{"title":116,"path":117,"stem":118,"children":119,"page":38},"Settings","\u002Fsettings","7.settings",[120,124,128,132,136,140,144],{"title":121,"path":122,"stem":123},"Profile","\u002Fsettings\u002Fprofile","7.settings\u002F1.profile",{"title":125,"path":126,"stem":127},"Business Information","\u002Fsettings\u002Fbusiness-info","7.settings\u002F2.business-info",{"title":129,"path":130,"stem":131},"Branding","\u002Fsettings\u002Fbranding","7.settings\u002F3.branding",{"title":133,"path":134,"stem":135},"Invoice Settings","\u002Fsettings\u002Finvoices","7.settings\u002F4.invoices",{"title":137,"path":138,"stem":139},"Payment Methods","\u002Fsettings\u002Fpayment-methods","7.settings\u002F5.payment-methods",{"title":141,"path":142,"stem":143},"Teams","\u002Fsettings\u002Fteams","7.settings\u002F6.teams",{"title":145,"path":146,"stem":147},"History","\u002Fsettings\u002Fhistory","7.settings\u002F7.history",{"id":149,"title":40,"body":150,"description":876,"extension":877,"links":878,"meta":879,"navigation":880,"path":41,"seo":881,"stem":42,"__hash__":882},"docs\u002F4.money-in\u002F2.customers.md",{"type":151,"value":152,"toc":853},"minimark",[153,157,162,167,175,179,184,187,190,193,228,232,235,237,240,317,321,324,327,330,340,344,347,350,353,373,377,380,384,387,391,394,397,404,408,411,425,429,432,434,437,508,512,515,518,521,598,602,608,611,614,633,640,644,647,651,654,657,721,724,727,730,743,746,750,754,757,761,764,780,783,787,791,794,798,800,829,832,836],[154,155,156],"p",{},"The Customers section provides a central view of all customer information and activity. From here you can create customers, manage customer details, and view all payment-related activity linked to a customer.",[158,159],"img",{"src":160,"alt":40,"width":161},"\u002Fimages\u002Fcustomers.png","auto",[163,164,166],"h2",{"id":165},"creating-a-customer","Creating a Customer",[154,168,169,170,174],{},"Click the ",[171,172,173],"strong",{},"Create"," button in the top-right corner.",[158,176],{"src":177,"alt":178,"width":161},"\u002Fimages\u002Fcustomers.create.png","Create Customer",[180,181,183],"h3",{"id":182},"customer-type","Customer Type",[154,185,186],{},"Select the type of customer you want to create.",[158,188],{"src":189,"alt":183,"width":161},"\u002Fimages\u002Fcustomers.create.modal.png",[154,191,192],{},"Available options:",[194,195,196,208],"table",{},[197,198,199],"thead",{},[200,201,202,205],"tr",{},[203,204,183],"th",{},[203,206,207],{},"Description",[209,210,211,220],"tbody",{},[200,212,213,217],{},[214,215,216],"td",{},"Individual",[214,218,219],{},"Create a customer profile for a person.",[200,221,222,225],{},[214,223,224],{},"Company",[214,226,227],{},"Create a customer profile for a business.",[163,229,231],{"id":230},"customer-details","Customer Details",[154,233,234],{},"Complete the customer's basic information.",[158,236],{"src":189,"alt":231,"width":161},[154,238,239],{},"Common fields include:",[194,241,242,251],{},[197,243,244],{},[200,245,246,249],{},[203,247,248],{},"Field",[203,250,207],{},[209,252,253,261,269,277,285,293,301,309],{},[200,254,255,258],{},[214,256,257],{},"Customer Reference",[214,259,260],{},"Your internal reference for the customer. Leave blank to auto-generate.",[200,262,263,266],{},[214,264,265],{},"Name",[214,267,268],{},"Customer's first name.",[200,270,271,274],{},[214,272,273],{},"Surname",[214,275,276],{},"Customer's surname.",[200,278,279,282],{},[214,280,281],{},"Client Type",[214,283,284],{},"Classification of the customer.",[200,286,287,290],{},[214,288,289],{},"ID Type",[214,291,292],{},"Type of identification provided.",[200,294,295,298],{},[214,296,297],{},"ID Number",[214,299,300],{},"Customer's identification number.",[200,302,303,306],{},[214,304,305],{},"Email",[214,307,308],{},"Customer email address.",[200,310,311,314],{},[214,312,313],{},"Contact Number",[214,315,316],{},"Customer phone number.",[163,318,320],{"id":319},"tax-information","Tax Information",[154,322,323],{},"Capture VAT information where applicable.",[158,325],{"src":326,"alt":320,"width":161},"\u002Fimages\u002Fcustomers.create.modal.tax.png",[154,328,329],{},"Options include:",[331,332,333,337],"ul",{},[334,335,336],"li",{},"VAT registered",[334,338,339],{},"VAT number",[163,341,343],{"id":342},"billing-address","Billing Address",[154,345,346],{},"Capture the customer's billing information.",[158,348],{"src":349,"alt":343,"width":161},"\u002Fimages\u002Fcustomers.create.modal.billing.png",[154,351,352],{},"Fields include:",[331,354,355,358,361,364,367,370],{},[334,356,357],{},"Country",[334,359,360],{},"Province \u002F State",[334,362,363],{},"Address lines",[334,365,366],{},"Town \u002F City",[334,368,369],{},"Postal code",[334,371,372],{},"Billing email",[163,374,376],{"id":375},"notes","Notes",[154,378,379],{},"Store internal notes related to the customer.",[158,381],{"src":382,"alt":383,"width":161},"\u002Fimages\u002Fcustomers.create.modal.notes.png","Customer Notes",[154,385,386],{},"Notes are only visible to users within your account.",[163,388,390],{"id":389},"metadata","Metadata",[154,392,393],{},"Metadata allows you to store additional custom information against a customer.",[158,395],{"src":396,"alt":390,"width":161},"\u002Fimages\u002Fcustomers.create.modal.metadata.png",[154,398,399,400,403],{},"Click ",[171,401,402],{},"Add metadata"," to create a custom key\u002Fvalue pair.",[158,405],{"src":406,"alt":407,"width":161},"\u002Fimages\u002Fcustomers.create.modal.metadata.key-value.png","Metadata Key Value",[154,409,410],{},"Examples:",[331,412,413,416,419,422],{},[334,414,415],{},"CRM identifiers",[334,417,418],{},"External system references",[334,420,421],{},"Internal tags",[334,423,424],{},"Customer categories",[163,426,428],{"id":427},"customer-list","Customer List",[154,430,431],{},"The customer table provides an overview of all customers.",[158,433],{"src":160,"alt":428,"width":161},[154,435,436],{},"Common columns include:",[194,438,439,448],{},[197,440,441],{},[200,442,443,446],{},[203,444,445],{},"Column",[203,447,207],{},[209,449,450,457,463,471,478,485,492,500],{},[200,451,452,454],{},[214,453,265],{},[214,455,456],{},"Customer name.",[200,458,459,461],{},[214,460,305],{},[214,462,308],{},[200,464,465,468],{},[214,466,467],{},"Contact",[214,469,470],{},"Customer contact number.",[200,472,473,475],{},[214,474,49],{},[214,476,477],{},"Number of collections linked to the customer.",[200,479,480,482],{},[214,481,53],{},[214,483,484],{},"Number of subscriptions linked to the customer.",[200,486,487,489],{},[214,488,13],{},[214,490,491],{},"Number of transactions linked to the customer.",[200,493,494,497],{},[214,495,496],{},"Status",[214,498,499],{},"Current customer status.",[200,501,502,505],{},[214,503,504],{},"Created",[214,506,507],{},"Date the customer was created.",[163,509,511],{"id":510},"customer-actions","Customer Actions",[154,513,514],{},"Open the Actions menu to manage a customer.",[158,516],{"src":517,"alt":511,"width":161},"\u002Fimages\u002Fcustomers.table.actions.png",[154,519,520],{},"Available actions include:",[194,522,523,532],{},[197,524,525],{},[200,526,527,530],{},[203,528,529],{},"Action",[203,531,207],{},[209,533,534,542,550,558,566,574,582,590],{},[200,535,536,539],{},[214,537,538],{},"View",[214,540,541],{},"Open the customer profile.",[200,543,544,547],{},[214,545,546],{},"Share Electronic Mandates",[214,548,549],{},"Share mandate links with the customer.",[200,551,552,555],{},[214,553,554],{},"Create Collection",[214,556,557],{},"Create a new collection for the customer.",[200,559,560,563],{},[214,561,562],{},"Create Subscription",[214,564,565],{},"Create a new subscription for the customer.",[200,567,568,571],{},[214,569,570],{},"Create Invoice",[214,572,573],{},"Generate an invoice for the customer.",[200,575,576,579],{},[214,577,578],{},"Edit",[214,580,581],{},"Update customer information.",[200,583,584,587],{},[214,585,586],{},"Archive",[214,588,589],{},"Archive the customer record.",[200,591,592,595],{},[214,593,594],{},"Disable",[214,596,597],{},"Prevent further activity for the customer.",[163,599,601],{"id":600},"customer-profile","Customer Profile",[154,603,604,605,607],{},"Selecting ",[171,606,538],{}," opens the customer profile.",[158,609],{"src":610,"alt":601,"width":161},"\u002Fimages\u002Fcustomers.view.fields.png",[154,612,613],{},"The profile displays:",[331,615,616,619,622,625,628,630],{},[334,617,618],{},"Customer details",[334,620,621],{},"Contact information",[334,623,624],{},"Tax information",[334,626,627],{},"Billing information",[334,629,376],{},[334,631,632],{},"Customer references",[154,634,635,636,639],{},"You can update the customer by clicking ",[171,637,638],{},"Edit Customer",".",[163,641,643],{"id":642},"customer-overview-tabs","Customer Overview Tabs",[154,645,646],{},"The customer profile contains several customer-specific tabs.",[158,648],{"src":649,"alt":650,"width":161},"\u002Fimages\u002Fcustomers.view.tabs.png","Customer Tabs",[154,652,653],{},"These tabs provide an overview of all activity linked to the selected customer.",[154,655,656],{},"Available tabs include:",[194,658,659,668],{},[197,660,661],{},[200,662,663,666],{},[203,664,665],{},"Tab",[203,667,207],{},[209,669,670,678,685,692,699,706,714],{},[200,671,672,675],{},[214,673,674],{},"Bank Accounts",[214,676,677],{},"Customer bank accounts and mandates.",[200,679,680,682],{},[214,681,49],{},[214,683,684],{},"Collections linked to the customer.",[200,686,687,689],{},[214,688,53],{},[214,690,691],{},"Active and historical subscriptions.",[200,693,694,696],{},[214,695,70],{},[214,697,698],{},"Customer invoices.",[200,700,701,703],{},[214,702,13],{},[214,704,705],{},"Customer transaction history.",[200,707,708,711],{},[214,709,710],{},"Cards",[214,712,713],{},"Stored customer cards.",[200,715,716,718],{},[214,717,95],{},[214,719,720],{},"Payouts linked to the customer.",[180,722,674],{"id":723},"bank-accounts",[158,725],{"src":726,"alt":674,"width":161},"\u002Fimages\u002Fcustomers.view.tabs.bank-accounts-mandates.png",[154,728,729],{},"This section displays:",[331,731,732,735,737,740],{},[334,733,734],{},"Linked bank accounts",[334,736,57],{},[334,738,739],{},"Payment methods",[334,741,742],{},"Collection information",[154,744,745],{},"Actions are available for managing bank accounts and mandates.",[158,747],{"src":748,"alt":749,"width":161},"\u002Fimages\u002Fcustomers.view.tabs.bank-accounts-mandates.bank-accounts.actions.png","Bank Account Actions",[158,751],{"src":752,"alt":753,"width":161},"\u002Fimages\u002Fcustomers.view.tabs.bank-accounts-mandates.mandates.actions.png","Mandate Actions",[180,755,49],{"id":756},"collections",[158,758],{"src":759,"alt":760,"width":161},"\u002Fimages\u002Fcustomers.view.tabs.collections.png","Customer Collections",[154,762,763],{},"The Collections tab displays all collections linked to the customer, including:",[331,765,766,768,771,774,777],{},[334,767,496],{},[334,769,770],{},"Payment method",[334,772,773],{},"Collection interval",[334,775,776],{},"Process date",[334,778,779],{},"Collection amount",[154,781,782],{},"Collection-specific actions are also available.",[158,784],{"src":785,"alt":786,"width":161},"\u002Fimages\u002Fcustomers.view.tabs.collections.actions.png","Collection Actions",[163,788,790],{"id":789},"exporting-customers","Exporting Customers",[154,792,793],{},"Use the Export button to download customer data.",[158,795],{"src":796,"alt":797,"width":161},"\u002Fimages\u002Fcustomers.export.png","Export Customers",[154,799,192],{},[194,801,802,811],{},[197,803,804],{},[200,805,806,809],{},[203,807,808],{},"Export Option",[203,810,207],{},[209,812,813,821],{},[200,814,815,818],{},[214,816,817],{},"All",[214,819,820],{},"Export all customers within the selected date range.",[200,822,823,826],{},[214,824,825],{},"Results",[214,827,828],{},"Export only the currently filtered results.",[154,830,831],{},"Exports are generated in CSV format.",[163,833,835],{"id":834},"tips","Tips",[331,837,838,841,844,847,850],{},[334,839,840],{},"Store customer references to simplify reconciliation.",[334,842,843],{},"Use metadata to link customers with external systems.",[334,845,846],{},"Manage mandates and bank accounts directly from the customer profile.",[334,848,849],{},"Use the customer tabs to view all customer activity from a single location.",[334,851,852],{},"Export customer lists for reporting or migration purposes.",{"title":854,"searchDepth":855,"depth":856,"links":857},"",1,2,[858,862,863,864,865,866,867,868,869,870,874,875],{"id":165,"depth":856,"text":166,"children":859},[860],{"id":182,"depth":861,"text":183},3,{"id":230,"depth":856,"text":231},{"id":319,"depth":856,"text":320},{"id":342,"depth":856,"text":343},{"id":375,"depth":856,"text":376},{"id":389,"depth":856,"text":390},{"id":427,"depth":856,"text":428},{"id":510,"depth":856,"text":511},{"id":600,"depth":856,"text":601},{"id":642,"depth":856,"text":643,"children":871},[872,873],{"id":723,"depth":861,"text":674},{"id":756,"depth":861,"text":49},{"id":789,"depth":856,"text":790},{"id":834,"depth":856,"text":835},"Manage customer profiles, mandates, subscriptions, collections and payment activity.","md",null,{},true,{"title":40,"description":876},"tbbIzXGvkA_C80YWvDlBUwkwd1wbtf0jUsUCYQAno5Q",[884,886],{"title":35,"path":36,"stem":37,"description":885,"children":-1},"Create electronic mandates for DebiCheck, Registered Mandates 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