Manage customer accounts

A customer account holds everything about a customer: their details, orders, cards, a log of changes, and your notes.

1. On the navigation bar, go to Customers.
2. Find the customer. Use the page controls, or Search by name, ID or email.
3. Click the customer's Name.

The tabs on the left open each part of the account.

For the complete documentation index, see llms.txt

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Edit a customer

1. On the Customer tab, click Edit.
2. Change the details and click Save.

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Changes to customers

Changes apply to new orders. Existing orders keep the customer details they were created with.

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Related orders

The Related Orders tab lists the customer's orders. Click an order's ZUID to open it.

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Create an order for a customer

Click + at the top right of the customer account. The Add Order page opens with the customer already selected. See Create orders.

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Record notes

Use notes to record your conversations with a customer. Customers don't see them.

1. Open the Notes & Tags tab.
2. Type the note and click the send button.

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PCI compliance

Never write card numbers or other sensitive card data in notes. To take card details, use the virtual terminal.

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Group customers with tags

Tags are labels for your own use, such as VIP. You can use the same tags on orders. The Customers report includes them.

To add a tag, open the Notes & Tags tab, click Add Tags, enter the tag and click Save. To remove one, click the x on the tag.

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Display events for a customer

The Event Logs tab records changes to the account, such as new cards and updated details, with who made them and when.

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Deactivate a customer account

You can't delete a customer account, but you can make it inactive. You can't create orders for an inactive customer until you make it active again.

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Scheduled payments

Making a customer inactive doesn't stop their live orders. BillPro keeps collecting their billing events.

1. Open the Related Orders tab and check the customer's live orders. To stop them, see Cancel an order and Mark an order as complete.
2. Open the Customer tab and click Edit.
3. At the top of the pop-up, change the status from Active to Inactive.
4. Click Save.

The customer shows a grey dot in the Customers list. To reactivate them, set the status back to Active.

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Report on inactive customers

In the Customers report, filter by the inactive status to list them. See Customers report.