You can view the list of all customers for whom you can create invoices within the Customers section.
Customer information automatically populates your invoice drafts. The Customer screen shows the details of customers and whether they are Active or Pending. You can build and send invoices electronically to your active customers.
Searching for a Specific Customer
Click on a column name in the header of the table to sort by that column.
Use the search bar on the page to filter the table by:
- Customer ID
- Customer Name (returns 10 customers at a time)
- Location Name
- Location Address
Underneath the search bar, use the dropdown boxes to filter by a customer’s status or live date (i.e., when the relationship is active between both parties).
The More Filters button to the right of the dropdown boxes lets you:
- Filter by the person who created the invoice
- Sort by a table column.
- Sort in ascending or descending order.
In the More Filters panel, you can click the Save as default filter toggle to maintain these settings for future log-in.
At the bottom of the page, you can filter the number of results returned, as well as go to the next page of results.
Customer Status Types
The two status types applied within My Customers include:
|
Status |
Description |
|
Active |
Relationship is live. The vendor can send invoices to the retailer from the Fintech platform. |
|
Pending |
The relationship with the retailer is not yet active. |
Customer IDs and Editing Customer Information
Customer IDs are provided by the retailer for each location. They can be viewed in the Customers section after your company has established a relationship with the retailer. They will also auto-populate location information when creating an invoice in the Manage Invoices section.
Adding customers or modifying customer information within the portal is not yet enabled but coming soon. Contact Client Support for assistance.