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January 14, 2020 Updated March 1, 2020

&nbsp;The customer page will allow you to manage the following:

- Address Book
- Wallet
- Subscriptions – Cancel, Activate
- Orders – Update, track

The Customer Page has 4 main parts. &nbsp;Each part will be described in detail in this article.

PART ONE - Customer Snap Shot Side Bar - on the left

This sidebar displays the following:&nbsp;

Customer Name - Which can be edited from this page by clicking the ellipses to the right of the customer name

The Customers ID and Created Date - these are system generated non editable field

Shortcut for Add as a Member and Add Notes

Customer Contact Information - all of which is editable included - Shipping Address, Phone and email.&nbsp;

The Address Book - This allows you to update and select a default address from any of the saved addresses for this customer. &nbsp;Click add or edit to get this page to appear&nbsp;

- Customer Name - Which can be edited from this page by clicking the ellipses to the right of the customer name
- The Customers ID and Created Date - these are system generated non editable field
- Shortcut for Add as a Member and Add Notes
- Customer Contact Information - all of which is editable included - Shipping Address, Phone and email.&nbsp;
- The Address Book - This allows you to update and select a default address from any of the saved addresses for this customer. &nbsp;Click add or edit to get this page to appear&nbsp;

Wallet - This allows you to update and select as default any of the payment methods saved for this customer.

- Wallet - This allows you to update and select as default any of the payment methods saved for this customer.

The subscriptions tab will display all subscriptions for this customer in 2 sections - Active and Inactive subscriptions. &nbsp;

To make changes to a subscription - click the MANAGE button in the top right of the record you wish to edit.

From the Manage Subscription Page you can process the following actions:

The next Recurring Date and Amount are prominently displayed.

Stop Subscription by clicking the big red button on the top right of their Active Subscriptions

Add, Update and select a default Payment Method

Add, Update and Save Shipping Information

- The next Recurring Date and Amount are prominently displayed.
- Stop Subscription by clicking the big red button on the top right of their Active Subscriptions
- Change the Billing Date
- Change the Billing Frequency
- Bill Now&nbsp;
- Add a subscription Discount
- &nbsp;Add a Discount
- Change/Remove &nbsp;the Product&nbsp;
- Add, Update and select a default Payment Method
- Add, Update and Save Shipping Information

Additionally there is an easy to read subscription Timeline and Subscription Statistics: including Last Billing Event and Subscription Value

- Additionally there is an easy to read subscription Timeline and Subscription Statistics: including Last Billing Event and Subscription Value

The Transactions Tab will show all of the transactions for the customer. &nbsp;The Order ID, Order Date, Shipping Address, Amount, Products, Status and Shipping Status are displayed.&nbsp;

Clicking on the Notes tab will display all of the notes for all of the orders, with the most recent being displayed first.