In this article you will learn more about the 'Customer' section in the 'Group' menu of the YourDriverApp Web Portal available for YourDriverApp Fleet Solutions owners and admins. In the 'Group' menu you can find all the information for you as owner and/or admin of a group:
- Dispatch Panel
- Members
- Jobs
- Customers
- Driver Settlements
- Ratings
- Web Booker
- Settings - General
- Settings - Products
- Settings - Prices
- Settings - Locations
- Settings - Location Policies
- Settings - Coupons
- Settings - Promotions
- Settings - Apps
- My Contract
A Customer can be seen as a debtor. A debtor is a person, company, or other entity you can create in order to create jobs for this specific debtor for administration purposes in your group. A debtor can be attached to a group's job, check the pricing paragraph of this article for how you can do this!
Group customers overview
When you navigate to the customer overview screen you see a list of all your created customers. You can also create a new debtor here in the portal by pressing the blue + icon in the bottom right of the screen, filling in the mandatory information and saving.
It is also possible to create a customer in YourDriverApp, check the pricing paragraph of this article. Here you can also read how to add a debtor to your job!
When you click on one of your customers you navigate to the debtor details screen.
Customer details
In this screen you can edit your specific debtor details by clicking the button 'Edit debtor'. Here you can also delete the debtor by clicking the red 'Delete' button. The debtor information will be visible in the Excel job export which you can upload to your own administration tool.
Every customer has their unique 'debtor code', this unique debtor code can be used to give passenger app users the option to book 'on account'
Debtor passengers for on account passenger app users
In the debtor details screen you can create and add passengers to this specific debtor in order to let them book on account in your passenger app solution through the 'add passenger' button.
Add a passenger from the Portal
When you create a passenger here, make sure you use the same phone number the passenger has registered within your passenger app solution. Once the passenger is created they then have access to choose the payment option 'On account' in the passenger app solution.
Add a passenger through a Passenger App
A user of your passenger app solution can also add the 'on account' payment option himself but only if you send him the debtor 'code'. This can be done in the passenger app through the menu:
- Select 'Payment methods' menu
- Choose 'Add new payment method'
- Choose 'Pay by Invoice'
- Enter the debtor code and hit request.
- The 'On account' payment method is now added to your payment methods and can be used for bookings.
Deactivate passengers
When a passenger is no longer allowed to book on account for this debtor you can easily deactivate the passenger by clicking on the passenger row and entering the passenger details screen. Here you can deactivate the passenger. The passenger will then be visible under the 'Inactive passengers' tab. You can also reactivate a passenger here.
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