Customers & Accounts
General account management & help with customer management
Customer Experience
- Send Your Customer a Payment Receipt
- Send Your Customer a Refund Receipt
- Send Your Customer a Payment History Report
- What Your Customer Sees When Authorising a Payment Request Link
- What Your Customer Sees When Authorising a Digital Direct Debit
- How Your Customer Changes Their Payment Details for an Active Direct Debit
Customer Management
Account, Invoices, Subscription & Bank Accounts
- Export Your Customers Payment Data
- 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