...
Navigate to Customer → Customer Service to search for customers. Use the search fields to locate the Customer or Customers that you are looking for then click Search Orders
...
Click the correct a customer’s name to open their customer profile.
...
On the customer’s profile you can click the pencil icons to edit the customer's information:
...
A dialog box will appear where you can add your note then click the Create button. Manual note entries will display in green text.
...
Scroll down on the customer’s profile to display the orders related to this customer:
...
Scroll down further, you can to see all of the Transactions and Fulfillments related to this customer:
...
Issue Refunds and Voids using the transaction’s Actions button
Reship or cancel fulfillment using the fulfillment’s Actions button
Interact with the customer's purchase by either clicking on the OrderId or the Product Name of a subscription product in the Orders section:
...
Click on the 0rderId OrderId and it will bring you to the Order Summary page where you can:
Cancel an order
Process a refund
Resend the welcome email
Perform Actions on this order’s transaction and fulfillment
...
ClickClicking on the Product ID and it Name of a subscription product will take you to the Purchase Details screen where you can:
...