Customers
Updated 2 days ago
7 min read
Overview
The Customers module allows you to manage your client database. You can add individual customers or companies, track their invoices and payments, send emails, and manage their login access to the client portal.
Accessing Customers
Navigate to Account > Money In > Customer List tab, or directly via the sidebar under Money In.
Customer List
The customer list displays all your registered clients in a searchable, sortable data table.
Table Columns
- Customer name and contact details
- Company information (if applicable)
- Invoice count and financial summary
- Actions menu
Available Actions
| Action | Description |
|---|---|
| Add New Customer | Create a new customer record |
| Upload Customer List | Bulk import customers from CSV/Excel |
| View Customer Details | View full customer profile and history |
| Edit Customer | Modify customer information |
| Send Email | Send a custom email to the customer |
| Delete Customer | Remove a customer record |
| Bulk Delete | Delete multiple customers at once |
Add New Customer
How to Add a Customer
- Click the Add New Customer button at the top of the customer list.
- A form modal will appear with the following sections.
Form Fields
Company Information (Collapsible Section)
| Field | Required | Description |
|---|---|---|
| Company Type | No | Select: Individual, Company, or Charity |
| Company Name | Conditional | Required for Company or Charity type |
| Company Number | Conditional | Company registration number (for Company/Charity) |
| VAT Reg. No | No | VAT registration number |
Note: When you select "Company" or "Charity", additional fields appear for company-specific information. Selecting "Individual" hides company fields.
Personal Information
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Customer's first name |
| Last Name | No | Customer's last name |
| Yes | Primary email address | |
| Contact Number | No | Phone number with international country code selector |
Tax Information (Collapsible Section)
| Field | Applies To | Description |
|---|---|---|
| Company House Auth Code | Company/Charity | Authentication code for Companies House |
| Company UTR Number | Company | Unique Taxpayer Reference |
| Self Assessment UTR | Individual | Self-assessment UTR number |
| National Insurance Number | Individual | NI number |
Address Information (Collapsible Section)
| Field | Required | Description |
|---|---|---|
| Country | No | Searchable country dropdown |
| State | No | Searchable state/region dropdown (updates based on country) |
| Postal Code | No | Postcode/ZIP code |
| Address | No | Full street address |
| Profile Image | No | Upload a profile photo for the customer |
Create User Account (Optional)
| Field | Description |
|---|---|
| Create Login Account | Toggle switch to create a client portal login for this customer |
When enabled, ABBPay will automatically send the customer an email with their login credentials to access the client portal where they can view their invoices and make payments.
- Click Save to create the customer record.
Upload Customers
Bulk Import via CSV/Excel
- Click the Upload Customer List button.
- A modal will appear with:
- A Download Sample Template link to get the correct CSV format.
- A file upload area accepting
.xlsx,.xls, or.csvfiles.
CSV Template Columns
| Column | Description |
|---|---|
| first_name | Customer's first name |
| last_name | Customer's last name |
| Email address | |
| phone | Phone number |
| address | Street address |
| postcode | Postal code |
| company_name | Company name (if applicable) |
| company_no | Company registration number |
| company_type | Type: individual, company, or charity |
| auth_code | Companies House auth code |
| company_utr_number | Company UTR |
| charity_number | Charity registration number |
| self_assessment_utr | Self-assessment UTR |
| national_insurance_number | NI number |
- Upload your completed file.
- ABBPay will process the import and display a count of successfully imported customers.
View Customer Details
Accessing Customer Details
Click on a customer name or select View Details from the actions dropdown to open the customer detail page.
Customer Detail Page Sections
Header
- Profile image with status badges
- Company type badge (e.g., "Company", "Individual", "Charity")
- Login status badge (shows if the customer has portal access)
- Quick action buttons: Delete, Edit, Send Mail, Duplicate, Create/Resend Login
Side Panel
- Customer avatar and information card
- Quick actions grid: Create Login, Send Email, Bookmark, Suspend
- Account balance card
- Order statistics (Total, Complete, In Progress)
Detail Tabs
1. Overview Tab
Displays core customer information:
- Personal Details: First name, last name, mobile number, email
- Company Details: Company name, registration number, type, SIC codes, account due date, filing status
- Location: Country, state, city
- Timestamps: Created date, last updated date
- Notes: Any additional notes
2. Invoices Tab
Shows all invoices issued to this customer in a data table.
- View, edit, or delete invoices directly from this tab.
3. Quotes Tab
Shows all quotes created for this customer.
4. Transactions Tab
Displays all payment transactions associated with this customer.
- Export options: Excel and PDF
5. Payments Tab
Manage payments received from this customer.
- Add Payment button to record a new payment.
- Payment history table with edit and delete options.
Recording a Payment
- Click Add Payment in the Payments tab.
- Fill in the payment form:
| Field | Required | Description |
|---|---|---|
| Invoice | Yes | Select the unpaid invoice to apply payment to |
| Payment Date | Yes | Date the payment was received |
| Amount | Yes | Payment amount |
| Payment Mode | Yes | Cash, Bank Transfer, Bank Deposit, or Cheque |
| Notes | No | Additional payment notes |
- Click Save to record the payment.
6. Filing History Tab (Company/Charity only)
Displays Companies House filing history if the customer is a registered company.
Edit Customer
- From the customer list, click the Edit option in the actions dropdown, or click Edit on the customer detail page.
- The edit form opens with all existing information pre-populated.
- Modify the desired fields.
- Click Save to update the customer record.
Send Email
Sending a Custom Email to a Customer
- Click Send Mail from the actions dropdown or the customer detail page.
- Fill in the email form:
| Field | Required | Description |
|---|---|---|
| Yes | Recipient email address (pre-filled) | |
| Subject | Yes | Email subject line |
| Custom Message | Yes | Email body (rich text editor) |
- Click Send to dispatch the email.
Delete Customer
Deleting a Single Customer
- Click the Delete option in the actions dropdown.
- A confirmation dialog will appear.
- Confirm the deletion.
Warning: Customers with existing invoices cannot be deleted. You must first remove or reassign their invoices.
Bulk Delete
- Select multiple customers using the checkboxes in the data table.
- Click the Delete Selected bulk action.
- Confirm the bulk deletion.
Customer Actions Summary
| Action | Location | Shortcut |
|---|---|---|
| Add Customer | Top of customer list | "Add New Customer" button |
| Upload Customers | Top of customer list | "Upload Customer List" button |
| View Details | Actions dropdown or click name | Eye icon |
| Edit | Actions dropdown or detail page | Pencil icon |
| Send Email | Actions dropdown or detail page | Mail icon |
| Delete | Actions dropdown | Trash icon |
| Create Portal Login | Detail page | Quick actions grid |
| Resend Welcome Email | Detail page | Quick actions grid |
| Duplicate | Actions dropdown | Copy option |
| Suspend | Detail page | Quick actions grid |
Was this page helpful?
0 found it helpful, 0 did not