We have a customer who as two accounts both with the same email – how does this work with the Customer Portal?

This is a use case we do support in the Customer Portal.

A customer portal account can be linked to multiple payer records in Pinch, and these payer records could be within the same merchant.

The workflow for getting it setup is as below.

Step 1 - Merchant send invites to the customers with the same email address from the merchant portal.
Step 2 - Customer then clicks the link on one of the invites and goes through the account creation steps.

Once the customer has completed the registration process and they are in the customer portal the customer can then click on the 2nd invite link and instead of creating a new account they can use their existing account. They will likely already be logged in so will see the page to accept the invite directly instead of the create account page.

Once they accept this invite they will then be connected to both payer records from the same account. They can see this in the Account section.

Now when using the Customer Portal when prompted to select a merchant for various actions, such as adding a payment method, they will see multiple options for the merchant along with the payer name for each payer record. They will also see the payer label when viewing their current payment methods.

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We welcome feedback on all of our products and features so if you have any ideas for how we may be able to improve or do better please email hello@getpinch.com.au.