Create and manage your customer accounts, add payment methods for single or recurring payments and send invoices. 
 

Customers

Create a profile for your customer within BPOINT to easily manage their details and payment preferences to quickly set up single or recurring payments or create invoices.

A secure place for your customer information

Build your customer database within BPOINT and securely store their payment information for future payments.

A complete view of the customer

Store multiple cards or bank accounts against a single customer and track your customers transaction history, including one-off payments or subscriptions.

You can also quickly create and share invoices with your customers and track invoice status. 
 

Step 1.

Logon to BPOINT and navigate to Data Vault and then Customers. 
 

Step 2.

You can create a new customer by clicking New customer. 
 

Step 3.

Within New customer, add the details of your customer and click Create. 
 

Step 4.

Once your customer is set up you can search via their details, using the shown searchable fields. Once you have found the customer, click their row of information to enter the customer detail page. 
 

Step 5.

On this page you will see the customer details and can edit personal details if required, clicking Edit personal details. 
 

Step 6.

Within the Payments section you can create a new single payment or new subscription. 
 

Step 7.

For single payments, a window will appear to complete details for the single payment. In the Payment section you may have three options. Enter payment details, Send a payment request or Scan and pay.

For subscription payments, a new page will load to complete details for the new subscription.

Saved payment details will be shown if available. Otherwise you can add or request a payment method. 
 

Step 8.

To add payment methods, click New payment method. 
 

Step 9.

A window will appear allowing you to add card or bank account details. You can also request payment details from your customer using the Request payment details tab.

Please note that SMS is only available on Enterprise package. Fees and Charges may apply to send SMS. 
 

Step 8.

Your customer will receive the request and asked to Register Now. Once clicked, they will be taken to a page to collect their Card or Bank details. 
 

Step 9.

Once the details are submitted, the customer will receive a confirmation.

As a merchant, you will see the payment method saved within their profile. 
 

Step 10.

To create a new invoice, scroll down to Invoices and select New invoice. 
 

Step 11.

Enter all the details of the invoice starting with Biller details. Note that the customers current details will automatically populate but can be changed for this invoice (if required). 
 

Step 12.

Complete Invoice detail, including invoice date and terms of payment. 
 

Step 13.

Complete Invoice items, adding description, unit price, quantity, and tax selection. The tax and sub-total will auto calculate. 
 

Step 14.

Complete Discount/fee section, choosing from the drop-down options, then adding description, amount and choosing tax option. The tax and sub-total and total will auto calculate. Please note that only three (3) discount/fee items can be added per invoice. 
 

Step 15.

Lastly, you can update your default note to customer before sending the invoice. 
 

Step 16.

You will be notified of successful send. 
 

Step 17.

To view existing invoices against the customer, click on View existing invoices. 
 

Step 18.

You will be able to see that this invoice has been sent to the customer within their profile. Please note that the status is Sent. 
 

Step 19.

Your customer will receive an email with invoice details and Pay Now link to make the payment.

They can also review the detailed invoice by clicking on the link shown below. 
 

Step 20.

When clicking the link, your customer will be taken to their invoice. Your customer can also make payment using the Pay now link which will direct to your hosted payment page. 
 

Step 21.

Invoices update dynamically based on their status. If Overdue or Paid, the invoice will reflect this at the top of the invoice as shown below. 
 

Step 22.

You are able to see the status of all invoices sent to a customer within a customers profile and clicking View existing invoices. The status is dynamic based on being Sent, Overdue or Paid.