Please note: These updates are currently being tested as part of a limited beta. We will let you know when these changes are available more widely across the Birdie Platform.
Your payers will now be shown as a list of cards on the left-hand side of the Payer Contracts page. This gives you the most important information about a payer at a glance.
To view payer information, Start by clicking on the Finance tab, scroll down the left-hand sidebar and click on the Payer Contracts tab.
Here you will see all of the payers you have added to the system.
How to add a payer
You can add a new payer by clicking the plus icon (+) button.
From here, you can then add:
Payer name
Delivery invoice preference
Payer email address
Payer phone number
Payer Address
Invoicing preference (Payment method)
Click the Save button in the top right-hand corner when you are done. These preferences will then be surfaced within the Invoices tab and when exporting individual invoices.
How to edit payer details
To edit payer details, start by searching for the payer. You can do this via:
Scrolling the payer card list
Using the filters
Search bar
Once you have found them, click on the payer's card. Here you will be able to see their information.
Click on the edit icon in the left-hand corner to edit this information. Click Save when you are done. These updated preferences will then be surfaced within the Invoices tab and when exporting individual invoices.
How to deactivate a payer
If you need to deactivate a payer profile, you can do this by clicking the Bin icon when clicking on their payer card.
A message will pop up confirming your actions, if you want to deactivate them click Yes, proceed.
You will then be able to find this profile under the inactive filter tab.
How to add a payment method and reference number
Please note: The following feature is only available as part of Birdie’s Core, Advanced and Plus packages.
You can add a direct debit or reference number to a payer. This can be done when adding a new payer or editing an existing payer’s information. An option will be available to clarify whether a payer’s payment method is Direct Debit, Manual or None.
You’ll also be able to filter your payers and your invoices by payment method and view payment methods and direct debit reference numbers on the Invoices tab in Birdie.
This information will not be visible when you export an invoice as a PDF file to send to your payers, but payment method and reference number will be added as 2 new columns when exporting an invoice as a CSV file.