Customers
The Customers section allows you to manage the individuals or companies from whom payments will be processed. Each customer record stores important details such as bank accounts, mandates, payments, and transactions connected to that record.
On the Customers overview page, you will see a list of all customers captured in your account. The following key information is displayed:
Mandates: Total number of mandates linked to the customer.
Payments: Total number of payments created for the customer.
Transactions: Total transactions related to the customer.
This gives you a quick snapshot of the customer’s activity.
Export Customers
You can export your list of customers to a CSV file for reporting or record-keeping purposes.
When exporting, you have two options:
All → Exports all records, ignoring whatever filters you might have applied to your data.
Results → Exports only the records that match the filters you have applied.
Viewing a Customer Record
To view the details of a specific customer:
Locate the customer on the overview page.
Click the Action icon next to their name.
Select View to open their record.
Customer Record Layout
When you open a customer record, you will see:
Personal / Company Details: Displayed on the left-hand side, including contact information and identifiers.
Bank Accounts: You can add and manage multiple bank accounts for a single customer.
Mandates: You can add and manage multiple mandates connected to a single bank account. This is useful should the customer sign up for more than 1 of your products or offerings.
It is important to note that a mandate by itself won't create transactions. An active payment must be connected to that mandate.
Payments: By clicking on the Action icon next to an active mandate, you will be able to connect a payment to that mandate which will generate transactions automatically. View these payments by simply navigating to the payments tab when viewing the customer record.
You will only be allowed to add 1 running recurring payment per recurring mandate OR 1 one-time payment to a one-time mandate.
Transactions: View a complete list of all transactions linked to this customer in one convenient place
Click here to learn how to create a customer.
Other Customer Action Options
Clicking the Action icon next to a customer’s name gives you several options:
1. Share a Customer Page
You can share a created page with your customer for them to sign up for a new payment. This method of sharing a mandate is convenient because the customer will not need to re-enter personal information that has already been submitted to Kwik Payments.
2. Create Payments
You can immediately create a mandate and one-time or recurring payment in one go for the customer directly from the action menu. This saves time and ensures payments are linked to the right customer.
Click here to learn how to create a payment
3. Edit Customer Details
You can edit your customer's details if there are changes to their personal or company information, including updating contact information or bank accounts.
It is important to note that editing a customer's personal or bank details will not automatically update an existing mandate or payment record of them.
4. Archive/Disable a Customer
If a customer is no longer applicable, you can archive or disable the customer.
This is only recommended if the customer has no active mandates or running payments connected to them. Archiving/Disabling keeps your customer list clean while preserving historical data.
Activate a Customer
Should a customer be in an archived state, and you wish to reactive them, you can simply change the status to active and immediately add a payment to them.
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