Customers

How to add a new entry in the customer balance ?

The new entry can be a debit entry or a credit entry. A debit entry to charge your customer for a punctual mission, Training, … A...

How to anonymize Customers ?

Part of the data stored in ProAbono about your Customers can be considered as Personal Data. The ‘Anonymization‘ functionnality is designed to help you to...

Coming deadlines

ProAbono does a lot in the background. To keep track of what happened, there is Recent Activity. To be aware of what will happend, we...

Create a Customer

A customer can be created/declared : Using the Backoffice, or Using the API. 1 – From the Backoffice To create/declare a customer, simply click on the...

Customer Email Notifications

ProAbono aims to simplify the life of your support team. ProAbono can send automatically different types of emails. Here are the differents types of email...

Import Subscriptions and Customers

Your business is already running and you want to import customers and/or subscriptions. 2 ways to import : Via API : See https://docs.proabono.com/api/ Via a CSV file. 1...

Modify a customer email template

Each type of emails has its own template. The text of the emails and the html template can be modified. Notice : The modification of the...

Refresh the billing information of a customer on an invoice

When an invoice is created, ProAbono uses the latest known version of the customer billing information. When the billing information of the customer is updated (via...

Reset Customers, Subscriptions, Invoices, Payments, …

ProAbono helps to reset easily your data. 3 types of Reset are available : Subscriptions, Payment Permission¹, Invoices, Payments Customers, Subscriptions, Payment Permission¹, Invoices, Payments Offers,...

How to automaticly send invoices to customers ?

ProAbono can send automatically emails to your customers with theirs invoices attached in pdf file. There are 3 types of emails with invoices attached :...

Update the billing information of a customer

There are 3 ways to update the billing information of a customer : from the Backoffice from the Customer Portal via the API 1 –...

What is a Segment

When you register to ProAbono, a business and a segment are created. The Business contains your Billing Address info, your Tax Profile(s) (and rules), default...

When should I create a Segment ?

As described in the post “What is a Segment“, a segment is a subset of a Business with its own customers, offers and currency. New Segments...