The Customers page in the Payments category allows you to view, add, and edit details about your customers and their payment information.
To access the Customers page, click CUSTOMERS under Payments in the left navigation bar.
Customers Information Banner
The Customers Information Banner contains a summary of your customers, including the total number of customers, and the number of active and inactive customers.
Add New Customers
To add a new customer directly to the portal:
Click ADD CUSTOMER to open a dialog.
Enter the new customer information.
Click ADD to create a new customer record.
Customers Table
Locate information about individual customers in the main table on the Customers page. Individual customers are listed by row. The default view includes the following columns:
Name: The name associated with the customer profile.
Email: The email address associated with the customer profile.
Phone: The phone number associated with the customer profile.
Status: Indicates whether the customer is active or inactive.
Date Created: The date that the customer was added.
Last TXN: The date of the last transaction accepted by the merchant.
Access Customer Profile
Access additional information for a specific customer by clicking any information in the table to view the Customer Profile page, where you can view and edit customer information.
Related Pages
Click the links or items in the Customers page to access any of the following pages: