Editing Customers

View and manage all aspects of a customer's account from the Customer Details page in your Alternative Payments partner dashboard.

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Navigating to Customer Details

1. Log in to your Alternative Payments partner dashboard: app.alternativepayments.io
2. Go to "Account Receivable > Customers" and select "All customers" from your side menu.
3. Select the ellipses beside the customer you wish to edit and click "Edit customer."

Note: If your customer's company info syncs in from your primary integration, then this information should be managed from there. Fields controlled by an integration sync may be locked and not editable in the dashboard.

Customer Details View

The Customer Details page is organized into several tabs, each giving you access to different aspects of the customer's account.

Profile Tab

The Profile tab contains the customer's core information and configuration settings.

Editable Company Fields:

• Company name, legal name, and EIN
• Address, city, state/province, ZIP/postal code, and country
• Tags for filtering and organization

Fee Rules:

• View and configure fee rules applied to this customer. Fee rules determine how credit card processing fees are handled (passed to customer, absorbed by partner, or exceptions for specific payment types).
• Fee rules set at the customer level override your account-level defaults.

Auto-Pay Settings:

• View whether Auto-Pay is enabled for this customer.
• When Auto-Pay is active, invoices are automatically charged to the customer's default payment method on the due date.
• Auto-Pay requires the customer to have at least one payment method on file with a default selected.

Users:

• View, add, and remove users associated with this customer.
• Each user has their own login credentials and can access the customer portal to view invoices and make payments.

Payment Methods:

• View all payment methods on file for this customer (credit cards, debit cards, and bank accounts).
• Add new payment methods or archive existing ones.
• Set a default payment method for Auto-Pay and recurring charges.

Payments Tab

View the complete payment history for this customer, including:

• Payment date, amount, and status (successful, failed, pending, refunded)
• Payment method used for each transaction
• Associated invoice reference

Invoices Tab

View all invoices associated with this customer, including:

• Invoice number, amount, and status (draft, sent, paid, overdue, void)
• Due date and payment date
• Quick access to send reminders or view invoice details

Email Activity Tab

View the history of all email notifications sent to this customer, including:

• Invoice notifications and payment reminders
• Delivery status (sent, delivered, opened, bounced)
• Timestamps for each email event

Insights Tab

View analytics and trends for this customer, including:

• Payment behavior patterns and average days to pay
• Invoice volume and payment history over time

Impersonate Customer

The Impersonate Customer button allows you to view the customer portal exactly as your customer sees it. This is useful for troubleshooting issues, walking a customer through the payment process, or verifying that invoices and payment methods appear correctly from their perspective.

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