Customers
The customer resource allows you to store your customers' details, payments, and payment methods, and to use it to receive payments via billing statement or, optionally, profile customers through direct integration.
Use cases
To learn more about how to maximize the use of customer resource, here are some of its use cases.
Basic CRM
The customer resource contains the basic information of the customer:
- Customer name: The name of the customer. It could be an individual or a company name. This is normally used to address the customer through billing statements.
- Email address: The customer's e-mail address is used to contact the customer, such as when sending a billing statement.
The customer resource can be your starting point for a simple customer relationship management (CRM) system to support your business operations.
If you need to include more information about your customer, such as your internal customer ID or order numbers, you can record them in the metadata section.
To learn more about metadata, you can check this guide.
Billing address directory
The customer resource records the billing address, which you can use as a reference when issuing receipts and invoices, supporting tax compliance. The billing address can also be used to verify the legitimacy of your PayRex transactions and help prevent fraud.
Payment tracking and verification
All payments made by your customers are also available on the customer resource. Currently, you can view all billing statements for a specific customer to easily track their status and make necessary fulfillments or follow-ups. All other PayRex payments are accessible as well, no matter the payment methods or product types involved, such as:
Discover which PayRex payment solution best suits for your business requirements.
Issuing billing statements
PayRex leverages customer resources to generate billing statements, providing a no-code solution for issuing a one-time payment link to your customers. These are beneficial for billing one-time orders or services, including setup and installation charges, consulting fees, or purchases of physical products.
Learn more about how the customer resource interacts with the billing statements product here.