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  1. Help Centre
  2. Customers & Accounts

Customers & Accounts

General account management & help with customer management

Customer Management

  • Customer Settings & Alerts
  • Deleting, Archiving & Restoring Customers
  • Adding Customers from your Hosted Pages
  • Importing Customers from a CSV file

Account, Invoices, Subscription & Bank Accounts

  • Settlement Ledger Floating Balance
  • Dedicated Fee Ledger
  • Invoices & Subscription Plan Rates
  • Understanding how we calculate GST on your invoice
  • Changing the bank account we deposit funds into
  • Payment Receipts with fees included
See all 9 articles

Security & Users

  • 3D Secure 2 / Payer Authentication
  • System Security, Data Protection & Privacy
  • Reset a forgotten password
  • Select Email Notifications
  • Creating/Managing Users, Notifications & Permissions

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