How to manage customers

The Customers section allows you to view, update, and manage all your customer records efficiently. This includes controlling their status, editing details, managing bank accounts, and linking mandates and payments.

Managing Customer Records

When opening a customer record, you can perform the following actions:

  1. Edit Customer Details

    • Update personal or company information, contact details, and billing addresses.

    • Ensure all fields remain accurate to avoid payment issues.

  2. Add or Update Bank Accounts

    • Link new bank accounts or update existing ones.

    • If a customer has multiple accounts, ensure mandates are linked to the correct bank account.

    • Note: Adding bank details does not automatically create a payment. You must create and link a mandate.

  3. Create Mandates

    • Adding bank details alone does not create a mandate or payment.

    • Ensure to add a mandate and link a running payment to ensure transactions created successfully.

  4. Create Payments

    • From a customer record view, you can set up one-time or recurring payments.

    • Payments can only be created if a valid mandate exists.

  5. Change Status

  • Activate, archive, or disable a customer depending on their current activity or relevance.

Click here for customer statuses explained.

  1. New customer sign-ups

  • If you would like to notify a user whenever there is a new sign-up, provide the email address of that user when creating a page.

  1. Report breakdowns

You can set up notifications to receive automated email reports on a daily, weekly, or monthly basis. These summaries include:

  • Successful transactions

  • Unpaid transactions

  • Disputed transactions

  • Newly created payments

This makes it easier to:

  • Access customer logs easily

  • Stay informed of important account activity

  • Follow up with customers where action is required

Click here to learn more about how to set up your summary reports.

Tips for Effective Customer Management

  • Regularly review your Active Customers list to ensure all details are accurate.

  • Archive customers only when they have no active mandates or payments.

  • Use Disabled status for temporary suspensions instead of deletion.

  • Monitor transaction reports to resolve disputes and unpaid items promptly.

  • Enable notifications to stay up to date with account activity automatically.

Learn more:

PreviousHow to create a customerNextCustomer statuses explained

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