Manage customers in the UI

In Payabli, customers are the entities that buy goods and services and make payments to your paypoints (merchants). This guide explains how to add and manage customers with the UI.

To access the customers screen, navigate to Money In > Customers. This action opens the All Customers view. This is where you can locate and edit information for any of your customers. You can also see an up-to-date total count of all your customers here.

For each customer record, you can:

• Create a payment
• Create an autopay
• Quick view
• View customer
• Edit customer
• Add a payment method
• Delete a customer

To see all options for managing an individual customer, click the three-dot icon in the Actions column.

Add a customer

To add a customer from the UI, follow these steps:

1. Navigate to Customer and click the + icon.
2. Enter the required fields, and save your work.

View a customer record

The customer record contains details about your customer, including their transaction history. To view a customer record from the UI, follow these steps:

1. Locate the customer record and click the three-dot icon in the Action column.
2. Select View Customer from the menu to go to the customer’s record. From here, you can see whatever you need to know about this customer, including:

• Account information
• Payment history
• Active autopays and autopay history
• Invoice history, including past due invoices
• Saved payment methods

For a less detailed view, or to see a customer’s information without leaving the All Customers screen, select Quick View instead of View Customer in step 2. This action opens the Quick view panel and displays payment history and basic account information.

Edit a customer record

To edit a customer record from the UI, follow these steps:

1. From the All Customers screen, locate the customer record and click the three-dot icon in the Action column.
2. Select Edit Customer from the menu to open the Edit customer modal.
3. Here, you can edit the account information, billing details, shipping address, any custom fields you may be using.
4. When finished, save your changes.

Create a payment

To create a payment from within a customer record in the UI, see Create a one-time transaction from a customer record.

Add a payment method

You can add a new payment method for a customer separately from creating a payment or autopay. To save a new payment method for a customer from the UI, follow these steps:

1. From the All Customers screen, locate the customer record and click the three-dot icon in the Action column.
2. Select Add Payment Method from the menu to open the customer’s payment methods screen.
3. In the Payment Method modal, select the type of payment method and enter the details.
4. Click + Add a payment method.

Delete a customer

To delete a customer record from the UI, follow these steps:

1. From the All Customers screen, locate the customer record and click the three-dot icon in the Action column.
2. Select Delete Customer.
3. In the confirmation modal that appears, click Delete if you are sure you want to permanently delete this customer.

Download and upload customers

To download a list of all customers from the UI, click the Download icon on the All Customers screen.

Your download will begin automatically.

To upload a list of customers from the UI, follow these steps:

1. From the All Customers screen, click the Upload icon.
2. Follow the prompts to upload a CSV file.

Custom fields and identifiers

Custom fields let you create new fields to capture more information about your customers. Custom identifiers give you the flexibility to match customers in Payabli using the conventions you already use.

Manage custom fields

To add a custom field in the UI:

1. Navigate to Settings > Custom Fields.
2. Click Add custom field.
3. Enter the field’s name.

You can now use this field to capture additional information about your customers, or use the field as a custom identifier.

To delete a custom field, click trash icon.

Custom identifiers

Payabli recommends using the system-generated customerId field to identify customers for ease of integration and consistency. However, you can configure custom identifiers, which lets you decide which customer profile fields to use to uniquely identify and associate customer records and payments.

Custom identifiers cascade from org parent to child entities, so you can set them at the organization level and have them apply to all child paypoints. This is useful if you want to use a specific field across all your customers, such as email or clientId.

For example. if your company uses the customer’s email address as their unique identifier, you can choose email as the identifier. If your organization prefers to identify customers by a field called clientId, you can create that custom field in Payabli and set it as an identifier. This means that every API call that involves a customer must include the clientID because Payabli uses that field to search for customers.