---
title: Customer contact details
description: "A general overview of customers in Rotessa: adding, archiving, authorization types, customer types, and banking info."
---

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3. [Customer information](https://support.rotessa.com/customers?hsLang=en#customer-information)

January 22, 2026

# Customer contact details

### Customers in Rotessa

In Rotessa, a customer is a term we use to identify the person or business you want to debit through our software. You always need a copy of a [pre-authorized debit authorization form](https://support.rotessa.com/overview-of-authorizations?hsLang=en), to debit their bank account.

#### Email address

If you have your customer's email address in Rotessa, it will allow you to send your customer an authorization request via email. Once your customer has completed the email authorization request, their authorization and banking information is automatically applied to your customer.

#### Customer Type

In Rotessa, customers can either have a personal PAD or a business PAD. Authorization forms made in Rotessa default to personal PADs.

Personal  
In the event of a dispute, a payor with a **personal PAD has 90 days** to dispute and make a claim for reimbursement.

Business  
Whereas, in the event of a dispute, a payor with a **business PAD has 10 days** to dispute and make a claim for reimbursement.

#### Custom Identifier

The [**Custom Identifier**](https://support.rotessa.com/custom-identifier?hsLang=en) is a unique field used to identify each customer in Rotessa. You can have customers with similar or the same names, but each customer can have a unique custom identifier.

 

#### Bank information

When it comes to customer bank information, there are three specific numbers we are looking for.

- Transit or branch number: A 5-digit number that identifies the branch where the owner of the account banks.
- Institution number: A 3-digit number that identifies the banking institution where the owner of the account banks.
- Account number: A 5-12 digit number that identifies the specific account owned by the customer.

#### Additional customer information

Rotessa gives you the option to put in additional customer information such as a phone number or customer address. This information isn't required or used by Rotessa, this is more for your own use.

- [Account](https://support.rotessa.com/account?hsLang=en#main-content)

    - [Multiple accounts](https://support.rotessa.com/account?hsLang=en#multiple-accounts)
    - [Billing](https://support.rotessa.com/account?hsLang=en#billing)
    - [API](https://support.rotessa.com/account?hsLang=en#api)
    - [Update](https://support.rotessa.com/account?hsLang=en#update)
- [Authorizations](https://support.rotessa.com/authorizations?hsLang=en#main-content)

    - [Overview](https://support.rotessa.com/authorizations?hsLang=en#overview)
    - [Rotessa's authorization tools](https://support.rotessa.com/authorizations?hsLang=en#rotessas-authorization-tools)
- [Bank info verification](https://support.rotessa.com/bank-info-verification?hsLang=en)
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    - [Customer information](https://support.rotessa.com/customers?hsLang=en#customer-information)
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- [Onboarding](https://support.rotessa.com/onboarding?hsLang=en)
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- [Transactions](https://support.rotessa.com/transactions?hsLang=en#main-content)

    - [Overview](https://support.rotessa.com/transactions?hsLang=en#overview)
    - [Create, edit or remove transactions](https://support.rotessa.com/transactions?hsLang=en#create-edit-or-remove-transactions)
    - [Declined transactions](https://support.rotessa.com/transactions?hsLang=en#declined-transactions)
- [Users](https://support.rotessa.com/users?hsLang=en)
- [Links](https://support.rotessa.com/links?hsLang=en)

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