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Click a customer’s name to open their customer profile.
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Or
Click the arrow to open the orders for that customer.
Or
Click a specific order to open that order (and not the customer profile).
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On the customer’s profile you can click the pencil icons to edit the customer's information:
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Under Other Info you can see the CC Funnel name and Page names under Custom1 and Custom2
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Other Info:
Here you can update certain fields for the customer, apply a credit amount for rebills, and even update their Login and Password if being used for membership pages.
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Select the green Create New Order button to start a new order with that customer’s information or click the Start C/S Call button to call the phone number on record with a Phone Switch Plugin
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Scroll down further, to see all of the Transactions and Fulfillments related to this customer:
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Issue Refunds and Voids using the transaction’s Actions button
Reship or cancel fulfillment using the fulfillment’s Actions button
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Refund VS Void Void transactions are different from refunds in that they are used to revert a pending charge that has not settled yet. An unsettled transaction cannot be refunded because no money has been actually transferred from the customer’s debit or credit card company to the merchant. It is not possible to do a partial void. Refunds are issued after a transaction has settled and the customer has paid for the good or service. The refund action will refund the amount back to the card holder’s bank account. If a refund fails then it will go into a refund queue where the system will try to refund the transaction again automatically once a day for 3 days - if it fails after the 3rd attempt then it will be removed from the refund queue and an email will be sent to the emails inside the Notify Emails section |
Interact with the customer's purchase by either clicking on the OrderId or the Product Name of a subscription product in the Orders section:
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Click on the OrderId and it will bring you to the Order Summary page where you can:
Cancel an order
Process a refund - If you refund from here then the system will try a void first and then a refund if the void fails
Resend the welcome email
Perform Actions on this order’s transaction and fulfillment
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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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If updating the quantity, make sure to place the Unit Price so the system can calculate the correct Price. Ex. Quantity X Unit Price = Price |
Resend a Refund or Void Email:
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From the Transaction List, select ‘Actions’ and ‘Resent Refund Email’.
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Customer Service Agents do not have the ability to blacklist customers via the customer profile, this is reserved for Customer Service Admins. |