Managing Customers & Payments

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

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

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

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.
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