View and Add Customers

Paysail allows you to transact with your customers who have a Paysail account and customers who do not. Read more about out-of-network transactions.
To send an invoice to a customer, you must first add them to your address book. You can do this in one of two ways, through the Customers tab and through New Invoice. Read more about how you can add customers.

Customers List

On the left-hand menu, click on Customers. Here, you can see your full customers list, which displays each customer’s name, company, email, description, and the date their profile was created.

Add a new customer

Click on Add Customer on the right above your customers list to add a new customer.
When adding a new customer to your address book, include the following information: first and last name, email address, and company name. Optionally, you can also add a description.
We will support bulk imports and CRM integrations shortly.
Note that you may also add a new customer when creating an invoice.

View Customer Details

To view more details about an individual customer and their transaction history, click anywhere on the row of the customer on the Customers List or click on the ellipsis button on the right-hand side to access further actions, then click on View Customer.
Under Details, you may view the customer’s name, their company’s name, email, phone, and address, and a description.
Click on Edit on the top right to edit your customer’s information including name, email, company name, company address, and phone number.
Click on Update Customer to save your edits and return to the Customers List.
Click on the Invoices tab to view a list of all transactions with your customer. Here, you will see the transaction ID, date and time of transaction, description, payment method, total transaction amount, and status. On the right-hand side of each invoice on the list, click on the ellipsis button to access further actions. Click on View Invoice to see more details about the invoice, click on Download PDF to export a PDF version of the invoice, or click on Delete to delete the invoice.
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View and Add Customers
Customers List