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What this page is for

Customer Detail is the staff view for working on one customer account. It is opened from the Customers list and is available to administrators.

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What you can do

  • Review customer details and account totals.
  • See the customer’s orders and invoices.
  • Add an order for an existing customer.
  • Add or update customer credit.
  • Save internal notes.
  • Log in as the customer when you need to reproduce their view.
  • Merge the account into another customer account.
Take care with credit changes, merges, and customer impersonation. Check the account and target customer before confirming those actions.

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Customer detail controls

  • Log in as customer: Opens the customer-facing account as that customer for troubleshooting.
  • Create invoice: Opens a new invoice for the selected customer.
  • Add order: Starts an order for the customer. Choose a package group, package, optional discount, and any integration fields shown for that package.
  • Add credit: Opens the credit adjustment form. Enter the amount carefully because it changes the customer’s available balance.
  • Orders: Lists the customer’s services and order status.
  • Invoices: Lists invoices linked to the customer.
  • Notes: Stores internal account notes.
  • Merge account: Moves the account into another customer account. Select the destination account only after checking both records.