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Navigate to Customer → Customer Service to search for customers
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. Use the search fields to locate the Customer or Customers that you are looking for then click Search Orders
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In the History section on the right side of the profile, Select the green + Note button to add a note into the customer's History section:
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. The history section will also show system actions such as autoresponder emails, recurring billings, and webhooks.
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A dialog box will appear where you can add your note then click the Create button:
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. Manual note entries will display in green text.
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Scroll down to display the orders related to this customer:
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Interact with the customer's purchase by either clicking on the Order IDOrderId or the Product Name in the Orderof a subscription product in the Orders section:
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Click on the Order ID 0rderId and it will bring you to the Order Summary page where you can:
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Restart, skip or stop a trial
Select a different product option
Change a price point or billing date
Cancel a subscription
Force bill the order’s current cycle:
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Resend a Refund or Void Email:
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From the Transaction List, select ‘Actions’ and ‘Resent Refund Email’.
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From the Order Summary Page, select “Resend Email'
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