Managing Customers & Payments

Learn about the customer portal and how to manage your customers.

Brandon Swift avatar Ryan Pfleger avatar Larry Brager avatar
14 articles in this collection
Written by Brandon Swift, Ryan Pfleger, and Larry Brager
Managing Customers

How to manage customers on PayWhirl

How to edit customer profiles, shipping addresses, update payment methods, change customer subscriptions, reschedule invoices and more.
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Written by Larry Brager
Updated over a week ago

How customers manage their own account information

On PayWhirl customers can manage their account information and subscriptions from your online customer portal.
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Written by Brandon Swift
Updated over a week ago

How to prevent cancellations by giving customers the ability to skip installment(s) rather than cancel

Reduce churn & increase LTV by giving your customers the option to skip installment(s) instead of canceling their subscription plans.
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Written by Larry Brager
Updated over a week ago

How to easily resume a cancelled subscription or installment plan

When a subscription is canceled, either by a customer or payment decline, it can be resumed.
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Written by Larry Brager
Updated over a week ago

How to change a customer's billing cycle

How to change a customers payment date for all future invoices, or just a specific invoice.
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Written by Larry Brager
Updated over a week ago

How to switch payment gateways

If you need to switch to a new payment gateway, PayWhirl has an import tool to make the process much easier.
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Written by Larry Brager
Updated over a week ago

How customers verify ACH payment methods with micro deposits

If you enable ACH payment methods for your customers, they will have to verify two micro deposits before their payments will process.
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Written by Ryan Pfleger
Updated over a week ago
Invoices & Payments

How to create a manual charge

If you need to create a one-time payment for a customer, you can use the Create Invoice feature
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Written by Ryan Pfleger
Updated over a week ago

How to edit upcoming invoices

You can add additional line items, discounts, promo codes, address, change the billing date and more to unpaid or open invoices on PayWhirl.
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Written by Larry Brager
Updated this week

How do failed payments work?

All PayWhirl accounts come with tools to help you manage failed payments (aka dunning) and automate your collection processes.
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Written by Brandon Swift
Updated over a week ago

How to resolve pending invoices that are held for review

The payment gateways we connect with have built-in fraud protection filters that may hold charges temporarily before they can be processed.
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Written by Larry Brager
Updated over a week ago

How do I refund customer payments?

There are a few different methods you can use within PayWhirl to refund customer payments or provide a customer with credit.
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Written by Ryan Pfleger
Updated over a week ago

What's the difference between products, services & fees on invoices?

Products and fees are the types of line items you can add to an invoice.
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Written by Ryan Pfleger
Updated this week

How to bill multiple customers at the same with group billing & invoicing.

Charge a group of customers and/or generate multiple invoices at once using PayWhirl's built-in group billing and invoicing tools.
Larry Brager avatar
Written by Larry Brager
Updated over a week ago