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Managing Customers & Payments
Managing Customers & Payments
Learn about the customer portal and how to manage your customers.
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.
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.
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.
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.
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.
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.
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.
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
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.
Written by
Larry Brager
Updated over a week ago
How do failed payments work?
All PayWhirl accounts come with tools to help you manage failed payments (aka dunning) and automate your collection processes.
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.
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.
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.
Written by
Ryan Pfleger
Updated over a week ago
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.
Written by
Larry Brager
Updated over a week ago
