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

# Customer Detail

> Review a customer account and manage its orders, invoices, credit, notes, and account actions.

## 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.

## 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.

## 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.