Customer Settings

Quickly set up default email alerts or create BPAY reference numbers for all customers in once click by:

Click MORE from left side menu panel
Click on CUSTOMER SETTINGS

Customer Details
Create BPAY references for all customers
Quickly create BPAY references for all your customers. BPAY references are required for you to take BPAY payments from a customer.

Add Custom Field Names
You can customise three customer fields that appear on the customers profile.

Email Settings
Payment Receipt
Email a receipt to the customer after a successful payment is made.

Direct Debit Failures
Email the customer when a direct debit payment fails.

Direct Debit Authorisation
Email the completed authorisation to the customer by default. 

 

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