Approving Customers

Here's everything you need to know to approve any pending customers looking to access their Customer Dashboard to make invoice payments.

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Customers who use your billing link but whose email aren't in the system will appear under the Requesting Access section of your Alternative Payments Partner Dashboard . An email will be sent to the customer notifying them that they are awaiting approval and an email will also be sent to you informing you of the pending approval.

Follow these steps to approve this customer and set them up with the correct account:

1. Log into your Alternative Payments Partner Dashboard

2. In the left-hand navigation bar, click Customers.

3. Click on Requesting access.

4. Next to the customer, click on either 'Add to customer' to associate to an existing company profile or 'New customer' to add them as a new customer. You can also choose to delete the request by clicking on the trash icon.

5. A new window will pop up asking you to confirm this. Click confirm.

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