You can use the Customers tab in the Merchant Portal to find key information about your customers.
If you click “Customers” on the left hand menu in the Merchant Portal, you will have access to information about all your customers who have purchased from you using Two.
This page shows you what their total spend is, how many orders they’ve placed, and their payment terms.
Your customer’s payment terms can also be edited easily using the cogwheel button on the right hand side, next to the number of payment days. These payment terms have a range from 14 days to 90 days. Check out the video below to see how to do this:
NB: Your pricing fee will increase as you choose longer terms due to credit risk. Please refer to your contract for exact pricing.
Can I add customers?
Yes, you can add your customers prior to them ordering. Make sure enter the correct details. To add a new customer, click Add a customer in the top right hand corner of the screen when on the Customers page. From here, you can add the customer’s company name and payment terms.
Why would I want to add customers manually?
To allow you to have more control over the terms you offer specific customers. For example, you may know ahead of time that a new customer always needs 30 day terms.
Can I change the payment terms of an invoice that already been issued?
No, any payment term changes made for specific customers will only apply to invoices issued after the changes have been applied. If you need to edit terms on previous invoices, you will need to cancel them and re-issue it.
Is there a limit to how many customers I can have?
No, there is no limit as to how many customers you can add to this page.