This article will walk you through common customer service actions.
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 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:
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
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. The history section will also show system actions such as autoresponder emails, recurring billings, and webhooks.
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, 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 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
Clicking on the Product Name of a subscription product will take you to the Purchase Details screen where you can:
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
Resend a Refund or Void Email:
When an order is refunded or voided, you can resend the email to inform the customer.
From the Transaction List, select ‘Actions’ and ‘Resent Refund Email’.
