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.
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.
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.
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 Add an adjustment.
Payment methods section
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.
Subscriptions section
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.
Invoices section
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.
Pending invoice items section
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.
Payments section
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.
References section
This section shows the associated Reference records for the customer. You can create a new reference for the customer by clicking New.
Guarantors section
This section shows the associated Guarantor records for the customer. You can create a new guarantor for the customer by clicking New.
Viewings section
This section shows the associated Viewing records for the customer. You can create a new viewing for the customer by clicking New.
Documents section
This section shows the associated Document records for the customer. You can create a new document for the customer by clicking New.