---
title: "Payers"
slug: "payers"
updated: 2022-07-27T06:37:03Z
published: 2022-07-27T06:37:03Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payers

## Ezidebit Payers

The **Payers** screen emulates the Payer screen in the Ezidebit control panel and shows the details of the each customer (Payer).

You can see and search the available Payers, see and edit their details, change their status, see the state of any payments that have been made, and provide refunds.

### Payers screen

To view the Payers screen, start by selecting **Finance** - **Transaction processing** - **Banking** and **Payment Methods**

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28762%29.png)

Select the **Action** button to the right of the Ezidebit Payment Method of interest and select **Payers** from the drop-down list.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28763%29.png)

When **Payers** is selected a list of Ezidebit payers will be displayed.

## Viewing Payers Details

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28765%29.png)

To view Payer details:

- Scroll through the list and select the required payer, or,
- Enter a Payer's name or  System Reference (or payment form) into the Search field and select **Search.**
- Select **View** to open the details screen

## Changing Customer Details

You can change the details of a customer(Payer) directly in infoodle.

1. Search for an existing payer.
2. Select **View**.
3. Next to each item that you are allowed to change, there is a pencil icon. Select the icon to edit the details.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28768%29.png)

1. Select **Save** to update the details in infoodle and in Ezidebit.

          
          

When saved in infoodle all data is sent to Ezidebit and the whole customer record is validated to ensure it is consistent. For example, a mobile number is required if you specify SMS messages are to be sent.

## Changing a Customers Status

If a customer (Payer) Status is other than **Cancelled** you can change the status to options such as, **Active**, **Cancelled** or **On Hold.**

**Cancelled** and **On Hold** include a variety of options to help reflect the reason why this status has been selected. For example, Lost Credit Card.

1. Search for an existing payer.
2. Select **View.**

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28765%29.png)

1. Select **Change** to set a new Status.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28770%29.png)

1. Select the new status from the dropdown list and select **Save new status.**

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28346%29.png)

## Issuing a Refund

You can issue a refund directly from infoodle.

Notes before you begin:

- A charge will be made to you by Ezidebit for each refund - currently $2.95
- You can only refund up to the amount of the transaction you are refunding
- You can only issue refunds if this feature is enabled on your Ezidebit account. infoodle clients should have this enabled by default.

#### How to issue a refund:

1. Search for an existing payer.
2. Alongside the relevant payer click **View**.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28349%29.png)

1. At the bottom of the page is a list of all the account activity.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28771%29.png)

1. The Payment Status column indicates the current status of the transaction:

- **W**aiting to go to the bank,
- **P**rocessing by the bank and,
- **S**uccessful.

1. Select the **Action** menu item and choose **Refund.**

          
          

ONLY successful payments can be refunded.

1. You are presented with a screen to issue the refund. Enter the amount you wish to refund and select **Refund.**

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28772%29.png)

## Related

- [Ezidebit](/ezidebit.md)
- [Viewing Ezidebit Information](/viewing-your-ezidebit-information.md)
- [Statements](/statements.md)
- [New payments](/new-payments.md)