It's possible to add your customers to eCurring manually. To do this, just follow these steps:
- In the menu, go to 'Customers'
- In the top right corner, click on 'Create customer'
- Enter the data
- Click 'Save' in the top right corner
Do you not have a mandate for this customer yet?
If you do not have a mandate for this customer yet and you want to assign a product right away, you can select the desired product from the dropdown. This list has all your created products in it. Once you've chosen your product, choose a start date. This is the date from when we will start planning in transactions.
Please note! When you add a customer with a product, we will send them a message so they can issue their mandate. We do this right after you click 'Save' and confirmed the action. This message will be through email or text message, depending on the settings you chose in the connected product. Only when the customer has issued their mandate, will the status of the subscription move from 'Unverified' to 'Active'.
Do you already have a valid mandate for this customer?
If you've already acquired a valid mandate for your customer through a different system or maybe a paper contract, you can add this right away. It's important to save the customer first before adding a product. Once you've saved the customer, follow these steps:
- Search for the customer in the customer overview
- Click on the customer
- Scroll down and click on 'Add subscription'
- Choose a product from the list
- Set a start date
- Indicate that the mandate has been issued
- Add the mandate code & date
- Click 'save'
The subscription will be created and immediately gets the status 'active'. The customer will not receive a confirmation message from eCurring. Transactions will be visible within 10 minutes.