If you want to add a specific customer and control what happens next, use the Add tab.
Click Invite Customer, then select Add. Choose whether you're adding an Individual or a Company.
Fill in their details:
Full Name (required)
Email (required)
Phone (optional)
Company Name (optional)
Attach a payment (optional)
Below the customer details, you can attach a payment straight away:
One Off Payment - A single collection for a specific amount.
Autopay - A recurring payment that collects automatically on a schedule.
If you attach a payment, the customer will receive their mandate invite, and once they sign it, the payment will begin processing automatically.
If you leave this blank, the customer simply receives the mandate invite. You can create payments for them later.
