The Customer record is a fundamental resource in Yorlet. You can use it to store profile, legal, and billing information. These records are essential for creating Applications, Subscriptions, Invoices, Payments, and other related resources.
Create a customer for every new user that you want to use within Yorlet, at a minimum we recommend supplying an email address so we can send application links and billing information. You can create and manage customers from the Customers page.
Navigate to the customer record you want to delete.
Use the Actions menu and select Delete account.
Confirm you want to delete the record by clicking Delete.
This will permanently remove the customer and immediately cancel any current
applications, teancies and subscriptions. Past payments or invoices associated
with the customer will still remain. This action cannot be undone.
The Customer record has many useful properties for storing customer data and providing an overview of the customer’s interactions with your business.Each record also allows you to see other resources associated with this customer:
This section shows the associated Application records for which the customer is an applicant. You can also create a new application for the customer by clicking on New.
This section shows the current and historical balance of the customer. When you accept holding deposits or advance rent payments during an application, they will show up here as credits. Any credits and debits on the balance can be applied to future invoices. You can make adjustments to the balance by clicking on Add an adjustment.
This section shows the associated payment methods for the customer. You can collect new payment methods from the customer by clicking Collect payment method. Learn more about Payment Methods.
This section shows the associated Subscription records for the customer. You can create a new subscription for the customer by clicking New. Learn more about Subscriptions.
This section shows the associated Invoice records for the customer. You can create a new invoice for the customer by clicking New. Learn more about Invoices.
This section shows the current pending invoice items for the customer. Pending invoice items will be added to the next invoice created for this customer and are useful for storing adhoc charges. You can create a pending invoice item by clicking on New.
This section shows the associated Payment records for the customer. You can create a new payment or payment session for the customer by clicking on the overflow menu (•••) and selecting either option. Learn more about Payments and Payment Sessions.