Customer list
Keep your customer list ready for the next payment.
Save customer details once. Find the right person when you need to send an invoice or check a payment.
Step-by-step guide
Keep your customer list together
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Keep your customer list together
Spoken narration Keeping customer details in messages?
Add your customers and check their details.
Check the details before you act.
Visible content (not all spoken; examples remain illustrative) Keeping customer details in messages? Open Customers. Find Add a customer. YeboPay · 1 of 5 Open Customers. Find Add a customer. Illustrative example Page: Customers Form: Add a customer Enter the name and contact details. YeboPay · 2 of 5 Enter the name and contact details. Illustrative example Name: Sipho Demo Email: [email protected] Phone: Leave blank if unavailable Check the details, then choose Add. YeboPay · 3 of 5 Check the details, then choose Add. Illustrative example Name: Sipho Demo Email: [email protected] Button: Add Find the saved name in the table. YeboPay · 4 of 5 Find the saved name in the table. Illustrative example Name: Sipho Demo Email: [email protected] Check the details before you act. Have a list? Import CSV and read the summary. YeboPay · 5 of 5 Have a list? Import CSV and read the summary. Illustrative example Import summary: 2 added · 0 updated · 0 skipped Next check: Read any skipped-row reasons
Video and transcript in English. Examples use sample details.
What you can do
Customer list
Find the right person
Keep names and contact details together instead of searching old messages.
Bring your list with you
Import customer records from CSV and check the reported results.
Take a copy when you need it
Export your customer records for your own filing or another tool.
Already have a list? Import the records from a spreadsheet file, check the result and keep an export when you need it.
For example
A school office can bring in its parent contact list, check each record and use the saved details for fee invoices.
An imported row is not an invoice or a payment. Check any rejected rows and correct the details before sending a bill.
Features
More from YeboPay
Invoices for a whole list
Send clear invoices for school fees, monthly bills or a list of customer jobs. Use one amount for everyone or prepare different amounts for each person.
Monthly bills and payment plans
Set up repeat invoices or a fixed payment plan for an agreed amount. Useful for regular fees, rent, memberships or paying off a purchase over time.
Bank payments and proof
Keep a customer’s bank slip, payment details and invoice together. YeboPay helps read the proof so you can review the amount, reference and date.