Viewing customer information
You can view detailed information about your customers on the dashboard.
On a customer’s individual page you can view:
- The date they were added
- Their email address
- Their billing address
- The bank accounts they are using to pay you
- Any subscriptions you have set them up on
- Details of their payment history
How to view information about your customer
- First navigate to the customers page by clicking on customers on the left navigation panel. You can filter the customers shown here by active, inactive and pending.
- Clicking on the customer’s name will open the customer’s individual page where you can view information specific to them.
- Clicking on the customer’s bank account will show more details, along with the status of their Direct Debit mandate(s).
- You can view more information about customer mandate(s) by clicking on their mandate reference.
Viewing customer mandate information
Once a customer has authorised payments to you, a Direct Debit mandate is set up against their bank account. This enables you to collect payments from them via Direct Debit.
On the customer mandate page you can view:
- Mandate status
- Creation date
- Earliest charge date (if you were to create a payment there and then)
- Direct Debit scheme the mandate is associated with e.g. Bacs, SEPA
- Mandate reference
- If payments require customer approval
- Mandate history
- Any payments associated with this mandate
- Any subscriptions set up against this mandate
How to view a customer's mandate information
- Navigate to your Customers page
- Select the customer
- Click on the customer's Bank account
- Click on the Mandate reference
You will now see the details of the customer's mandate, including details of any associated subscriptions and/or payments.