If you have business units set up for your Hauler Hero account, then when creating a new customer, you’ll be asked to specify which business unit that customer should be associated with.
This assignment is permanent and also dictates which Hauler Hero Payments account will be used for all of that customer’s transactions.
Note: Business units require Hauler Hero Payments to be set up for your account.
To set up business units for your company, reach out to payments@haulerhero.com
How do I assign a new customer to a specific business unit?
Click the New Customer button at the top navigation bar.
Assigning them to a business unit is just a matter of selecting a Business Unit from the aptly named dropdown.
Fill in the rest of your customer’s details, then click Create to create that customer for your selected business unit.
Choose the business unit carefully
A customer’s business unit can only be changed when:
There are no payment methods associated to the customer
There is no payment history associated to the customer
In the event a customer is created for the wrong business unit, you can Edit and correct the issue until either of the above points become true.
If the customer has a payment method, but no payment history, you can remove the method to once again be able to update their business unit.
If the customer has payment history, we will no longer be able to update that customer record’s business unit. You’ll need to deactivate that customer record and create a new one under the correct business unit.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.