Creating Customers

Customers may be created using two methods:

Sending a Paylink

When sending a PayLink, select the Save customer information option

Add Customer Button

Within the Customers tab on the PayLinks page, you can click the Add Customer button

Managing Customers

Customers may be managed from the Customers tab on the PayLinks page. From here you can search by customer name or email.

Clicking the more horizontal menu allows you to edit the customer's name, email address, and phone number.