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Dashboard
Customers
- Adding Customers
- Viewing customer information
- Exporting customer information
- Adding custom references to customers
- Exporting mandate forms
- Pending customer approval (mandates)
Payments and Paylinks
- Overview of payment types
- Cancelling payments
- Creating a one-off payment
- Overview of payment statuses
- Payment tracking
- Retrying a failed payment
Plans and Subscriptions
- Creating a subscription template
- Invite or add customers to a plan
- Remove a customer from a plan
- Set up a subscription payment
- Cancelling a customer's subscription
- Cancelling a plan