Invite customers
Create a customer manually and send them an email invitation to access the PayFacile customer portal.
Create a customer manually
You can add a customer without them having placed an order. Go to Customers and click New customer (or use the New Action button available on every dashboard page).
Fill in the details:
- Email (required): this is the customer’s unique identifier
- Last name and first name
- Organization (optional)
- Phone (optional)
- Billing address (optional)
The customer is created with “Prospect” status. They don’t have a portal account yet—you’ll need to invite them separately.
Send the email invitation
Once the customer is created, open their profile and click Invite to portal. The customer receives an email containing:
- A secure link to create their password
- Access to their customer area on your store
Once their password is created, the customer can log in to the portal to view their orders, download invoices, and manage their payment method.
Use case: migrating from another platform
Customer invitation is particularly useful when migrating from another online selling tool. Here’s the recommended process:
- Create each customer manually in PayFacile with their email and information
- Send the portal invitation to each customer
- Your customers receive immediate access to their new space
For a large number of customers, you can use the PayFacile API to automate creation. Bulk CSV import is not available directly from the interface; creation is done one customer at a time or via the API.
Create an order for an existing customer
You can also create an order manually for a customer you’ve added. From the customer profile, click New order. Select the product, configure options if needed, and confirm. The customer will receive the usual transactional emails (confirmation, invoice) and their status will update automatically.
