Adding a customer to the Ezypay Portal without immediately subscribing them to a payment plan is a straightforward process. This allows you to store customer details in the system and manage their subscriptions at a later time.
Follow the steps below to add a customer without a subscription:
- In the left navigation pane, click 'Customers'.
- Click the plus button (+) at the top to open the customer creation wizard.
- Enter the required details and click 'Save'.
- You can choose to immediately subscribe the customer to a payment plan or click 'Done'.
For a visual walkthrough, watch the video below:
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