Customers in Ordway represent the organizations or individuals that you provide products and services to.

Key Metrics are displayed on the main page Menu > Customer Accounts:

Account Balance - Outstanding balance of unpaid invoices.
- Note: When Bill to Parent is is enabled for child customer accounts, the amount will include all outstanding balances generated from the parent and child customer accounts.
Contracted MRR - Monthly recurring revenue calculated based on the recurring revenue amount from the last month of all subscriptions.
- Note: Amount does not include discounts.
Discounted MRR - Contracted MRR calculated to include discounts.
Last Invoiced - Total amount of the last invoice sent to a customer.
Upcoming Charges - Total amount of the next invoice that will be sent to a customer.

Create New Customer

Steps:

Navigate to Menu > Customer Accounts.
Click Add.

3. Complete the fields as described below:

Basic Information

Field Name	Description
Customer ID	Unique identifier that can be auto-generated or added manually based on the Document Numbering configuration.
Customer Name	Required field that is displayed wherever the Customer is represented throughout Ordway. The name is also presented on invoices.
Customer Type	Business or Consumer.
Description	Description of the Customer.
Parent Company	Use this drop-down menu to define a parent-child relationship between Customers when applicable.
Website	Customer's website URL can be added to this field.
Status	Toggle On to indicate an Active Customer. Read more about Customer Status.

Billing Information

The Billing Information section details various billing processes.

Field Name	Description
Currency	Select the primary currency to be used in Subscriptions and Orders. Coinciding transactions are also created in this currency. Note: Currency can be customized for individual Subscriptions & Orders.
Billing Cycle Day	The day Customer is billed each month. Can coincide with the first billing date for the Customer or a specific day of the month.
Tax-Exempt	When enabled, no tax is calculated to their invoices.
Delivery Preferences	Method of invoice distribution - email or printed copy.
Billing Batch	Select the Billing Batch from the drop-down menu. A Billing Batch allows you to group customers that need to be invoices and remit payments together.

Payment Information

The Payment Information section details method of payment, payment terms, and other relevant information regarding Payment processes.

Field Name	Description
Payment Term	How quickly a Customer is expected to pay after an Invoice is received (see Payment Terms for more details).
Payment Gateway	Click the appropriate Payment Gateway from the drop-down menu when more than one Gateway is associated.
Payment Gateway ID	Click the edit icon to add a Payment Gateway when available.
Auto-Pay	When a Customer has a payment method saved, they are automatically billed through Payment Runs. Note: Auto-Pay must be enabled within the Customer account, even if no electronic payments are stored in order for payments to auto-apply to invoices.
Allow Customer to disable Auto-Pay in hosted pages	Customers are required to remit invoice payments via Auto-Pay when an electronic payment method has been added to the Customer Account.
Electronic Payment Methods	Click the checkboxes for ACH Payments and/or Credit Cards.

Bill To Information

The Bill to Contact section allows the user to provide the contact information of the specific person responsible for completing payments. This can include Name, Email, Address, etc.

Important! Be consistent when including geographical information. Example: If a Customer has a shipping address that lists NYC as the city, but the Tax lists New York City; these two entries do not match and will result in incorrect tax application. It's best to establish a best practice within your organization on how to identify geographical locations including city, state, and corresponding billing data that can be labeled multiple ways. This ensures that all functions within Ordway run smoothly.

Note: A Bill to Contact is required.

Custom Fields

Lastly, users are also able to create custom fields if there is additional Customer detail that needs to be stored in Ordway. Refer to the Create & Use Custom Fields section for more information.

Click Save to record the new Customer.

Payment Information & Electronic Payment Methods

Once the Customer is saved, Payment Information can be added.

Click Request Payment Method to route an email to the customer requesting payment information.

Note: The Request Payment Email Template must be enabled prior to this action.

Click Add to manually add an electronic payment method.

Click the radio button for either Debit/Credit Card or Bank Account.

Add Debit/Credit Card

Populate the Account details.
The information will be saved with your payment gateway account and will be associated with your customer information. The bank account will be saved in an 'Unverified' status until verified.

Add Bank Account

Note: Bank Accounts must be enabled in Menu > Setup > Payments for this option to be visible.

Populate the Account details.
The information will be saved with your payment gateway account and will be associated with your customer information. The bank account will be saved in an 'Unverified' status until verified.

Note: Stripe requires two deposits to validate the account.

Contacts

Displays all Customer Contacts. Click + Add to add a Customer Contact. Learn more about Contacts.

Subscription Contracts

Displays all Customer Subscriptions. Click + Add to add a Subscription. Learn more about Subscription Contracts.

Usage

Displays all Customer Usage. Click + Add to add Usage. Learn more about Usage.

Orders

Displays all Customer Orders. Click + Add to add an Order. Learn more about Orders.

Invoices

Displays all Customer Invoices. Click + Generate to add an Invoice. Learn more about Invoices.

Payments

Displays all Customer Payments. Click + Add to add a Payment. Learn more about Payments.

Credits

Displays all Customer Credits. Click + Add to add a Credit. Learn more about Credits.

Refunds

Displays all Customer Refunds. Click + Add to add a Refund. Learn more about Refunds.

Statements

Displays all Customer Statements. Click + Generate to add a Statement. Learn more about Statements.

Email History

Displays emails with the Customer.

Notes

Displays all Customer Notes. Click + Add to add a Customer Note. Click here to learn more about Notes.

Manage Customers via Ordway API

To create and manage customers using our Rest APIs, refer to the Customer API Documentation.

Import or Export Customers

Ordway imports are a great way for bulk data entry. For bulk editing of data, simply export all or a subset of records, make the changes and re-import back into Ordway.

Please see our Import & Export Data documentation. Also reference our Walkthrough: Import Customers article.