Find the right record
Search the customer directory, filter by status and sort the list. Open a profile to review contact details, billing information and account notes.
Customer management
Manage customer details, saved payment methods, transactions, invoices, payment plans and subscriptions from one place. Give your team the context to answer questions and manage the next payment.
Payment methods
Search the customer directory, filter by status and sort the list. Open a profile to review contact details, billing information and account notes.
See transactions, invoices, saved payment methods, payment plans and subscriptions in the context of the same customer, alongside activity and available usage records.
Create a customer directly or let supported payment flows create the profile. Keep the resulting payment activity and billing arrangements associated with that record.
Review total and active customers, average spend per customer and total revenue from the directory. Then open the individual record for the detail behind the relationship.
A customer can have a defined balance to pay off and an ongoing service to renew. Keep payment plans and subscriptions together in the profile, with the details that make each arrangement different.
A defined balance
Review a defined balance, scheduled installments and the associated payment history from the customer relationship.
Explore payment plansAn ongoing relationship
Manage trials, active subscriptions, pauses, resumptions and cancellations with the customer’s billing context at hand.
Explore subscriptionsKeep each arrangement connected to the customer and its saved-payment setup.
Day-to-day account management
Find the profile and confirm the contact details, billing information and notes that give the account its context.
Review the relevant transaction, invoice, payment plan or subscription together with the customer’s saved payment methods.
Use the payment history, arrangement status and account activity to explain a charge or decide the next billing action.
Keep eligible saved methods associated with the customer through the configured encrypted payment vault. The profile shows the masked method and relevant details for authorized payment arrangements.
Let customers update their information through their own portal. Your team keeps the internal view of the account and its billing activity, while customers use the options enabled for them.
See how GYB Connect connects your customer records, billing arrangements and day-to-day payment work.
Available configurations, eligibility and service terms are confirmed in your proposal.