Managing your Customers

Like any business management system, the secret is to adopt good customer management practices. Paysley allows you to import your existing customer database or add new customer records directly in Paysley.

In your My Customers section, you will find a list of all your customers. From the list, you can conveniently:

  • Click on the customer's name to open the customer's profile
  • Click on the customer's phone number to instantly text them or send a text payment request
  • Click on the customer's email to immediately send them an email or payment request
  • Select the Actions icon (3 dots) to open other available options

When you open a customer's profile, you can:

  • Edit or update your customer's detail.
  • View the customer's invoice & payment request history
  • View the customer's payments made history
  • Generate a statement
  • Create and send a new invoice to the customer

How to add a New Customer

Step 1:  Go to your My Customers section by clicking the My Customers manage button on the dashboard. Alternatively select My Customers on the left navigation bar.

Step 2:  Click the + New Customer button.

Step 3:  Fill in the customer's info and click Save. You can add additional fields by clicking + Extra Information.

NOTE:  Paysley will automatically create a new customer profile when you send a payment request to a new email or mobile number.

How to Import Customers

Paysley supports CSV and XLS file format imports. For your convenience we already created template files you can download to setup for import.

  • Do not change or remove the column headings in the template files.
  • Make sure emails are correct
  • IMPORTANT: include the +1 international dialing code on phone numbers. Example: +19192341234

Step 1:  Go to your My Customers section and click the Import button. Download the template file you prefer to use or, click here for the CSV template and click here for the XLS template.

Step 2:  Fill in the import template fields. Make sure you enter data in the correct format. Incorrectly formatted entries will result in payment requests NOT being sent to the customer.

How to create a Customer Group

Create groups and add customers to a group to make sending the same payment requests to multiple customers easy. You can send a payment request to a Group from the Bulk Payments section.

Note: A customer can only belong to 1 group at a time

Step 1:  Go to you My Customers section.

Step 2:  Click the ‘Groups’ button, and then click + New Group.

Step 3: Enter the name of your customer group and a description then click ‘Save.’

Step 4:  There are 3 ways to add customers to your group:

1. From your group list, click the group name to edit, click the ‘+ Add’ button and add your customer manually.

2. From your customer list, choose the group from the dropdown in the Group column.

3. Import a list of customers assigned to one or multiple groups.

Need any help?
Contact us
We taught even this old guy a few new tricks.