Manage customers

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Edit a customer

1. Go to Customers and click the customer’s row.
2. Click Edit.
3. Update the fields as needed.

4. Save your changes.

The edit form is identical to the add form, with the exception that the business entity field is locked.

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Add or manage contacts

1. Go to Customers and click the customer’s row.
2. Click the kebab menu (⋮) next to the Edit button and select Manage Secondary Contacts.
3. Click + Add contact and fill in the contact details.

Each contact can be independently set to receive invoice communications. There’s no dashboard control for contract communications, that setting exists in the data model but isn’t exposed here.

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Link a customer as a child of another customer

1. Go to Customers and click the customer’s row.
2. Click Edit.
3. Turn on Add as a child and select the parent customer.
4. Save your changes.

Linking a customer this way redirects billing to the parent: the child still generates its own invoice, but that invoice is billed to the parent. To combine several linked customers’ invoices into a single document, consolidate them manually from the invoice list instead; linking a child to a parent does not do this automatically.

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Create a wallet for a customer

1. Go to Customers and click the customer’s row.
2. Open the Wallet details tab.
3. Click + Add customer credit wallet.
4. Fill in the currency and any other required details, then click Add.

Only one wallet can be created per currency per customer.

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Adjust a customer’s wallet balance

1. Go to Customers and click the customer’s row.
2. Open the Wallet details tab.
3. Click Adjust next to the wallet.
4. In the Adjust balance form, choose whether to add or deduct credits, enter the amount, and click Apply.

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Define custom attributes for all customers

1. Go to Settings → Custom attributes → Customers.
2. Click + Add new property.
3. Fill in the key name, display name, data type, default value, and any other settings.
4. Save. The attribute will now appear on all customer add and edit forms.

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Delete a customer

1. Remove the customer from every contract that references them.
2. Go to Customers and click the customer’s row.
3. Click the kebab menu (⋮) next to the Edit button and select Delete Customer.
4. Confirm the deletion.

Deletion is blocked while any contract still references the customer. Deleting a customer soft-deletes the record rather than erasing it permanently.