Adding & Editing Customers

There are two ways to add customers to your database: manually through the Customers page, or automatically when sending a payment email.

Method 1: Manual Entry

1. Navigate to Payment Links > Customers in your WordPress admin.
2. Click the “Add New” button at the top of the page.
3. Fill in the customer form:
   • First Name — Client’s given name
   • Last Name — Client’s family name
   • Email — Required. The client’s email address, used as the unique identifier
   • Company — Optional. The client’s business or organization
   • Phone — Optional. A contact phone number
   • Notes — Optional. Any additional details about this client (e.g., preferred payment method, account number, project references)
4. Click “Save Customer” to store the record.

Method 2: Auto-Save When Sending Email

On the generator page, you’ll see a “Save customer” checkbox below the form fields. When this is checked and you send a payment email, the plugin automatically saves the client’s details to the customer database.

The plugin uses find-or-create logic based on the email address. If a customer with that email already exists in the database, the plugin will not create a duplicate entry. This means you can safely leave the “Save customer” box checked without worrying about duplicate records.

Editing an Existing Customer

1. Go to Payment Links > Customers.
2. Find the customer in the table (use the search box if needed).
3. Hover over the customer row to reveal the row actions.
4. Click “Edit”.
5. Update any fields as needed — first name, last name, email, company, phone, or notes.
6. Click “Save Customer” to apply your changes.

Database Structure

Customer records are stored with the following columns:

• first_name — VARCHAR
• last_name — VARCHAR
• email — VARCHAR, indexed for fast lookups
• company — VARCHAR
• phone — VARCHAR
• notes — TEXT
• created_at — DATETIME, automatically set when the record is created
• updated_at — DATETIME, automatically updated on each modification

Tip: Use the Notes field to record context about each client. For example, “Preferred currency: EUR” or “Net 30 payment terms.” This information is visible when editing the customer and can help you tailor future payment requests.