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Onboarding customers

Onboarding customers

  • How to apply a free trial to a customer account

    Free trials can be invoked by a customer through a free trial sign up link, or your reseller user account....
  • How to discount a customer invoice

    Applying a discount to an open customer invoice is done through the payment method. The guide below details the process...
  • How to handle invalid users and spam accounts

    A merchant recently asked, “why am I getting sign ups from fake customers and how do I stop it?” Directions...
  • How to view logs for a given user

    If you’re having trouble supporting a given customer or staff member, the logs can help to diagnose what occurred and...
  • How to enable online billing on customer carrier accounts

    As a merchant, your customers may ask you to enable online billing on their behalf. The directions below detail the process...
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