Documentation: Other Ways that Customers can be Added

Customers can be added in two other ways, rather than adding them using the Customers screen.

Subscription Page

After a customer completes a Subscription form they will be redirected to a URL with a unique hash. Using this page the customer can see all the details of their Subscription including invoices and any payments made. Customers can process payment on their Subscription Login page. This will help a Customer manage their Subscriptions without the need to register for an account.

Once the Customer submits their Subscription Registration, using the Project interface, the Merchant instantly received this data and can edit the Customer's information including Contacts Details, Subscriptions, Invoices and Payments.

Customer Import

Customers can also be imported via a simple CSV file upload. Please refer to the Editing a Customer section of the document for additional details on Customer information.

 

 

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