In this article:
- What is the Customer module application?
- Activate a Customer module application
- How to use the service
What is the Customer Module Application?
Customer Relationship Management (CRM) model is an add-on for managing all aspects of customer relationship management, retaining details, documenting engagements, storing relevant information, sales history, and more.
Activate a Customer Module Application:
From the PayMe dashboard -> go to Apps Marketplace, -> Customers Management category -> Customer Module, and click Setup.
Click Activate App after you carefully review and agree to the Terms & Conditions.
After clicking Activate App, a new tab called Customers will appear in the list of the tabs.
How to use the service:
1. Go to Customers tab.
2. On the main screen, you can view a list of all of your customer data.
3. To add a customer, click Add New Customer.
4. Fill in the applicable fields and update the applicable checkboxes.
5.m Adding credit card number to a customer you created in the system is possible by clicking +Add Credit Card.
6. To view all the customer cards you've created in the module, you can click on the Customers tab, and the list of customers will appear:
Each customer's email address will appear under E-mail, so you can use this list to send a general mail to all customers listed in your module.
7. Clicking on the + button on the left side of each customer will open all four options to create a new transaction:
8. Choose Manual Billing the following window will open:
Add:
Product name - What is the product/service you charge for.
Price - Amount to charge.
Currency - Currency to your choice.
Installments - Number of installments.
9. Click -> Insert payment details
10. Enter the customer's credit card details and then click -> Pay.
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