Manage Customers

I created a user and did not enter payment information. I did not receive any email notification either at my admin email or to the test user email. Shouldn't they get the same welcome email? →
No, If you activate a user manually, the user will not receive a notifying email.
Fri, Jun 25, 2021 at 5:25 PM
Can we hold onto customer's mailbox number for them after they unsubscribe?
You may reassign a mailbox to a customer if it is available after they resubscribe. However, it is not recommended to offer it for free. The system will a...
Wed, Jul 21, 2021 at 7:12 PM
Can we have individual check deposit fee? Or does it just have the monthly option?
Our platform allows you to charge a monthly fee for a check deposit service that you create. It does not have the ability to charge individual check deposit...
Thu, Jul 22, 2021 at 2:46 PM
How can I add a negative balance to an invoice?
Operators can add a negative balance to a customer's account by following the steps below:  Go to the section titled "Customers"&a...
Tue, Aug 3, 2021 at 5:10 PM
A customer's 1583 form marked as Pending Notarization. Does that me he is waiting on something from the notarize.com or does that mean he needs to take one more step?
When a customer goes through the process of notarizing the USPS form 1583, it is up to the operator to view its progress and approve its validity. Otherwise...
Fri, Aug 6, 2021 at 2:21 PM
I tried to charge a customer's credit card after updating it and I still can't charge it. What should I do?
If the customer's account is active, the system automatically tries to recharge the updated credit card once every five days. Operators/admins can also...
Tue, Oct 5, 2021 at 12:59 PM