Paylink saves customer data, making it straightforward to create payment links for previous customers. The customer is automatically saved when a payment link is created for the first time.

You can also manually add new customers by clicking Customers > Add customer. The following information is entered for the customer:

  • Name
  • Company (optional)
  • Address
  • Email

Once the customer has been saved, you can select them when creating an order:

Customer details are automatically updated if they are changed when creating a new order.