Adding new Customers

Last updated on October 06, 2018 15:19 by Josh G

If you have a customer that is not yet on either the Dashboard or in Xero, you can send them a generic sign up link from the Customers page. Simply click on 'Add Customers' in the top right hand side of the page then copy & paste the link to your customer. 

You also have the option to send the customer an email reminder. This option can be found by clicking the three dots under Actions next to the customers name. Once clicked, we will send the customer an email asking them to sign up to a Direct Debit. 

You also have the option to copy a unique link (from the actions menu) and send it to the customer in a personal email. Please be very careful when copying and sending the unique links as they are already attached to Xero customers. The unique link will only display for customers who do not have a mandate, or have a cancelled Mandate (a red cross will display for their mandate status). 

Remember: when using the Send Email Reminder link on a customer record, this link is completely unique to them. If you are wanting to send out a generic mandate link please use the 'Add Customers' button.

If you use the 'Actions' feature on existing customers that already have an active mandate (a blue tick will display for their mandate status), the system will give you the option to turn Automated Payments on or off.