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Handle your customers directly in wallee using the new customer view

April 25 2019

You can now view the list of your all customers directly in your wallee space under Customer > Customers. You also have the possibility to add new customers. Access your customer view

You find in your customers' profile various options to handle your customers:

  • Add a comment.
  • Create a transaction.
  • Update/add an address: This migt be useful in case you manage the invoices in our system as you can select the address which should be used.
  • Apply Meta Data: To add more information for which there is no dedicated properties. E.g. when you have a customer group. You might want in that case to store this information in the meta data.
  • Etc.

View your customers' profile