Viewing customer information
You can view detailed information about your customers on the dashboard.
On a customer’s individual page you can view:
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The date they were added
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Their email address
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Their billing address
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The bank accounts they are using to pay you
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Any subscriptions you have set them up on
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Details of their payment history
How to view information about your customer
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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.
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Clicking on the customer’s name will open the customer’s individual page where you can view information specific to them.
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Clicking on the customer’s bank account will show more details, along with the status of their Direct Debit mandate(s).
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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:
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Mandate status
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Creation date
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Earliest charge date (if you were to create a payment there and then)
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Direct Debit scheme the mandate is associated with e.g. Bacs, SEPA
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Mandate reference
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If payments require customer approval
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Mandate history
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Any payments associated with this mandate
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Any subscriptions set up against this mandate
How to view a customer's mandate information
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Navigate to your Customers page
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Select the customer
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Click on the customer's Bank account
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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.