Managing Customers & Payments

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

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11 articles in this collection
Written by Larry Brager, Ryan Pfleger, and Brandon Swift
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 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.
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Written by Brandon Swift
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

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

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

Products, Services and Fees are the types of line items you can add to an invoice.
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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.
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Written by Larry Brager
Updated over a week ago