24 Jun D15. Administration panel > Company search
Posted at 15:55h in
- Use the Company Search to look up your customers. Then login and impersonate their point of view, configure payment methods, enroll them in AutoPay, or make payments on their behalf.
- Search for a portion of your client’s name and click Search.
- From the list of results, select the client you wish to impersonate.
- Click Log In, and the following screen will open in a new tab, showing the impersonation notification bar. (Note: the contact you choose to impersonate will be the individual who receives the automatic receipt via email, when a payment is made on behalf of a client.)