Customers
Customers

When your customer completes an Online Permission Form, they will be automatically added to your account. However, if you need to manually add a customer to your Rotessa account it only takes a few simple steps!

Remember, you cannot debit a customer’s account until you have received their permission.

Adding a Customer

To add a customer, start at the Customers area of your Rotessa account (accessed by clicking the Customers link in the top menu).

Click the Add Customer button, then select Manually Enter in a New Customer.

The only required information on the pop-up form is your customer’s Name and Bank Information. You can include other information if you wish.

When complete, select Save Customer and you’re done!

Editing Customers

To edit a customer, start at the Customers area of your Rotessa account (accessed by clicking the Customers link in the top menu).

Click the Customer profile you wish to change from the customer list.

Click the drop down arrow next to the customer arrow and select Profile.

In the pop-up form, make any changes needed.

Click Save Customer when you’re done, and that’s it!

Archiving Customers

Archiving a customer halts any scheduled payments for that customer, and prevents new payments from being scheduled.

To archive a customer, start at the Customers area of your Rotessa account (accessed by clicking the Customers link in the top menu).

Click on the name of the customer you wish to archive.

Select the drop-down arrow next to the customer’s name.

Click Archive Customer from the menu.

The customer is now archived!

If you are archiving a customer, check the History tab first to see if any payments have been processed. Archiving a customer will not cancel payments that have already been processed – those payments have been sent to the bank and cannot be cancelled.

Reactivating Customers

To reactivate a customer, start at the Customers area of your Rotessa account (accessed by clicking the Customers link in the top menu).

Click the Active button next to the search bar.

In the drop-down menu, select Inactive.

A list of your archived customers will appear.

Click on the name of the customer you wish to reactivate.

Select the drop-down arrow next to the customer’s name.

Select Un-Archive Customer.

Your customer is now reactivated, and transactions can be scheduled.

Importing Customers

You can import customers in bulk via .csv file.

Remember, you cannot debit a customer’s account until you have received their permission

To start, click on the Admin link in the top menu.

Select Imports.

Download the sample customer import template.

Open the template in a spreadsheet program, such as Microsoft Word or Open Office.

Enter your customer’s information. The only required fields are name, ID (can be the same as your customers name), and account information. All other fields are optional.

Save the file as a .csv

Click Choose File and select your .csv file.

Select Load Customer File.

A list of the imported customers will be displayed. If there were any errors, it will display them.

Click Confirm Import.

Those customers have now been added to Rotessa.

How to add a customer
If you did not have your customer fill out an online form using the Rotessa Permission Form Creator (which automatically adds them to your account), then you will need to add them manually. Remember, you can only collect payments from your customer’s accounts after you have obtained their authorization. Here’s how to add a customer profile to your Rotessa account: On the Customers page in your account, click the blue Add Customer button. In the drop-down menu, select Manually Enter a New Customer. The required fields are name, authorization type (where you obtained authorization, phone, in-person, or online), routing number, and account number. The other fields on this page are optional. Once you have added a customer, they will appear on the Customers page in your account.
How to edit a customer
If you did not have your customer fill out an online form using the Rotessa Permission Form Creator (which automatically adds them to your account), then you will need to add them manually. Remember, you can only collect payments from your customer’s accounts after you have obtained their authorization. Here’s how to add a customer profile to your Rotessa account: On the Customers page in your account, click the blue Add Customer button. In the drop-down menu, select Manually Enter a New Customer. The required fields are name, authorization type (where you obtained authorization, phone, in-person, or online), routing number, and account number. The other fields on this page are optional. Once you have added a customer, they will appear on the Customers page in your account.
How to archive (delete) a Customer
If you did not have your customer fill out an online form using the Rotessa Permission Form Creator (which automatically adds them to your account), then you will need to add them manually. Remember, you can only collect payments from your customer’s accounts after you have obtained their authorization. Here’s how to add a customer profile to your Rotessa account: On the Customers page in your account, click the blue Add Customer button. In the drop-down menu, select Manually Enter a New Customer. The required fields are name, authorization type (where you obtained authorization, phone, in-person, or online), routing number, and account number. The other fields on this page are optional. Once you have added a customer, they will appear on the Customers page in your account.
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