About customers

In BillPro, customers are at the centre of your payment operations. You can create and manage customer accounts, which are the foundation for processing orders, managing payment cards, and tracking customer interactions.

Creating Customers

• You can create customers individually through the UI, import multiple customers via CSV file, or create them through an API integration. See the following documentation.
  • Create a customer
  • Import customers from a CSV file
  • Customers in the API documentation
• Each customer requires basic information: a full name and a unique email address.
• You can optionally add more information, such as phone numbers for SMS notifications, billing/shipping addresses, and organization details.
• BillPro automatically generates a unique internal ID for each customer, and we recommend that you assign your own customer ID when working in the UI to align with your business systems.

Manage customers

BillPro enables you to manage customer accounts with the following features.

• In the customer account, you can view and edit customer details, payment information, related orders, and interaction history all in one place.
• You can add notes to record customer interactions (except sensitive information).
• Use tags to classify and group customers, such as marking VIP customers.
• Track all account activities through the customer event log.
• Manage customer payment cards securely in their digital wallet.
• You can deactivate and reactivate customer accounts as needed.
  • Inactive accounts cannot be used for new orders, but existing scheduled payments continue.
  • Inactive accounts maintain historical records.

For more details, see Manage customer accounts.

Manage customer cards

BillPro lets you manage customer cards with the following features.

• Customers can add cards to orders using secure payment links sent by email, SMS, or digital messaging or shared in person.
• For CardCorp merchant accounts, customers can save cards in their wallets for future use when placing orders.
• Card details are entered in a secure payment iframe.
• You can designate preferred cards and deactivate cards when needed.
• All card management follows PCI compliance requirements, and BillPro does not store sensitive card data.

For more details, see Manage customer cards