The Edit Customer Details page enables you to edit a customer's account information, add a secondary contact to the customer account like a sales contact, edit customer preferences, and set up/edit payment options. Additionally, you can perform customer management related actions like suspending a customer, reactivating a customer, deleting a customer, etc from this page.
Fig 9.1 shows the search bar that can be used to search customers, orders, invoices and payments
Search for and locate the customer whose account you want to edit. The Edit Customer Details page for that customer is displayed.
The information that you enter while creating a contact will be added as the billing contact for the customer. The address, email addresses, and contact telephone numbers will be used for all billing related activities i.e. sending invoices, etc.
To Edit the Customer's Billing Contact Information:
Go to the "Billing Contact" section on the Customer Details page and click on the "Edit" link.
Fig 9.2 shows how to edit the customer billing contact
Make changes to the information as required and click on the "SAVE" button to save changes.
Editing a Customer’s Sales Contact Information
Go to the "Sales Contact" section on the Customer Details page and click on the "
" link. The Sales Contact section is expanded. Click on the "Edit" link.
Fig 9.3 shows how to edit the sales contact information
Add Sales contact information or make changes to the information as required and click on the "SAVE" or “CREATE” button to save changes.
Fig 9.4 shows the sales contact edit page
Editing Customer Preferences
Go to the "Summary" section and Click on the "Edit" link.
Fig 9.5 shows how to edit the Summary section
The Edit Customer Preferences like Company name, Add Customer groups, Notification preferences, Commissionable Sales Agents..etc is displayed. Make changes to the preferences as required and click on the "UPDATE" button to save changes.
Editing Payment Options
The Payment Options section on the Customer Details page is where you can set up the payment methods for the customer. In this section you can add payment methods under "1st preference", "2nd preference", "3rd preference". The payment methods will be used in the preference order listed here. The payment option will be used for the customer's charges if the "Automatic Payments" option is enabled. If the amount cannot be deducted from the 1st preference payment method, the second payment method will be used and so on.
Go to the "Payment Options" section on the Customer Details page and click “Add a Payment Method” link. The Payment options section is shown. If payment methods have already been added, an "Replace" will be displayed for each preferred option. Otherwise an "Add" link will be displayed. Click on the "Add" or "Replace" link for each preferred option. You can also “Delete” a payment method if its applicable to you.
Fig 9.6 shows how to edit Payment Options
The Add/Replace/Delete Payment Option page will be displayed. Add or Edit the payment information and click on the "Create" or "Replace" button to save payment method information.
Editing Payment Plans
This option is used when your Customer has a big amount that needs to be cleared before raising any further invoices for them.
Fig 9.7 shows the Payment Plan tab
This option will help your customer to clear the amounts by mentioning the installment amount and in how many installments you would like your customer to clear the pending amount. This installment can be setup as per number of months, days, weeks..etc
Fig 9.8 shows how to add a payment plan
