Note: this article is only relevant to Australian and New Zealand users who have access to the Payment Links portal.
If you have been using the Till Portal to manage payment links and settings, check out the section here. To request access to the Till Portal, submit a request here.
If you are based in North America, check out the article here.
Select the Customers tab to see the screen below:
This screen displays all your customers. You can cycle through pages by selecting the arrows at the bottom. To display a particular customer's information, click the Information icon on the far right.
Clicking the Information icon will display the customer's payment requests, transactions and saved cards. You can also request a payment from this customer on this page.
When you select Add Customer, you will see a pop-up that enables you to add a new customer.
