Add Customer

Save your customer details in EximPe. The benefits of adding customer details in EximPe are:

• You have access to your customer’s details at all times as opposed to an inaccessible piece of paper or an excel sheet. 
• The saved details will be populated while creating an order in EximPe and saving the time it takes to add the customer’s details for every order.
• Track the payment status for the order created against the customer.
• Get a summary of the total remittance and orders from respective customers.

Here’s how you add customers in EximPe.

• Log in to your EximPe account.
• Go to the Customers page.
• Click Add Customer. 
• Fill in the following information on the Add Customer pop-up.
  • Customer Name: This is a mandatory field.
  • Phone Number.
  • Email.
  • Address.
  • Website.
• Click Add Customer to confirm and save the details. 

EximPe will create profile for the customer with their basic information. To add the customer’s bank details, click on their name on the Customers page. You will be redirected to the customer details page. Note that adding the bank details is not mandatory for receiving payments. 

• Click the Add Bank Details button on the customer details page. 
• Fill in the following information on the Add Bank Account pop-up:
  • Swift/BIC Code: Enter the customer’s Swift/BIC code. Click Fetch Bank Details option and EximPe will fill in the customer’s bank details.
  • Beneficiary Bank: EximPe will populate this field based on the Swift/BIC Code.
  • Branch.
  • Bank Address.
  • City.
  • Country.
  • Beneficiary Account Name.
  • Beneficiary Account Number.
• Click Save Bank Account to confirm and save the details in EximPe.

The customer’s details are now saved in EximPe and you can now proceed to create an order.