website logo
⌘K
πŸ’ΌGetting started with MYFUNDBOX
πŸ“ŠDashboard
πŸ‘¦Profile
πŸ‘€Customers
πŸ“œManage Subscription
πŸ“ͺDisputes
πŸ’ΈPayments
πŸƒPlans
πŸš€Pay Link
πŸ“„Invoices
πŸ“ΉPayouts
πŸ“ˆAnalytic / Reports
πŸŽͺCustomer Portal
βš™οΈSettings
Docs powered byΒ archbeeΒ 

Customers

6min
  • Here you can store all the information related to your customers and track their payments.
  • All the customer details such as Name, Company Name, Email ID, Last payment, and also the latest payment date will be stored in the Customers tab from the menu.

You will get the list of customer details as shown below:

Document image
ο»Ώ

Customer ID

In this column, you can see your Customer's ID. It will generate automatically for all the customers who has completed their payments and also those who you have created to be added in the list. And this id is unique for each of your customers. You will also be able to see the Billing and Invoices of your customers by clicking on this customer ID.

Name

In this customers tab you can see the First Name and Last Name of your customers.

Company Name

In this column you can see the Company Name of your customers.

E-Mail

In this column you can see your Customer's E-Mail ID.

Last Payment

Your customer's Last Payment will be shown here.

Total

The total amount of transaction made by your customer till now will be shown here.

Pay Link

A Pay Link is a link that your customer can click on to pay their bill online. The Pay Link of your customer will be shown here.

ο»Ώ

Updated 19 May 2023
Did this page help you?
Yes
No
PREVIOUS
Supported Currencies
NEXT
Create customers
Docs powered byΒ archbeeΒ 
TABLE OF CONTENTS
Customer ID
Name
Company Name
E-Mail
Last Payment
Total
Pay Link