Manage customers
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.Create a customer
To create a customer, follow these steps:- Click Add customer in the top right of the Customers page.
- Enter your customer’s Email and any other information you have to hand.
- Click Create.
Edit a customer
To edit a customer, follow these steps:- Navigate to the customer record you want to modify.
- Use the Actions menu and select Edit information.
- Make the changes you want.
- Click Update.
Delete a customer
To delete a customer, follow these steps:- 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.
Customer records
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:Applications section
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.Tenancies section
This section shows the associated Tenancy records for which the customer is a resident.Balance section
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 Adjust balance. By default, a credit is applied to the customer’s next eligible invoice and a debit increases the amount due on it. You can instead reserve a credit or debit for a specific Application so it can only be applied to invoices for that application. To do this when creating an adjustment, use the Reserve for application field on the adjustment form; leave it empty to apply the balance to the customer’s next invoice.Lock a balance to an application
You can also reserve an existing balance entry for an application after it has been created. To lock a balance to an application, follow these steps:- In the Balance section, find the balance entry you want to reserve.
- Use the and select Lock to application (or Edit application if it is already reserved).
- In the Reserve balance for an application dialog, choose the Application to reserve the balance for.
- Click Save.
Balance entries that were generated by the system, such as amounts already applied to or removed from an invoice, cannot be reserved or edited this way.