Customer profile

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Header

• Create invoice — issue a one-off invoice to the customer.
• Create payment — record a one-off payment.
• The (…) menu:
  • For users — Copy public link to their member portal profile, Edit their administrator role and permissions, and Remove a member or Delete a nonmember.
  • For companies — Edit the company details, Remove the company with or without its members, or Delete a nonmember company.

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Main column

• Invitation — shows until an invited member activates their account. Click Resend invite to send the invitation email again.
• Invite as member — shows on a nonmember’s profile, to invite them back as a member.
• Subscriptions — click Create to create a subscription, or (…) next to one to edit it, pause payment collection, view the upcoming invoice, or cancel it.
• Invoices — the Invoice balance is the sum of unpaid and draft invoices. Click (…) > View invoices to manage all the customer’s invoices, including drafts. A warning icon next to it means charging the default payment method or syncing an eInvoice failed.
• Pending invoice items — bookings and purchases paid by invoice that aren’t invoiced yet. Click Create invoice to invoice them now.
• Money — the money balance that applies to the customer’s next invoice. Click Adjust balance to change it, or (…) > View adjustments to see its history.
• Credits and Day passes — the customer’s credits and day passes with their expiration dates, followed by any scheduled transactions. Click Adjust balance to change the balance, or (…) > View transactions to see its history.
• Internal notes — details for your team, such as office requirements or preferences. Only administrators see them.
• Activities — the timeline of changes to the customer’s role, subscriptions, and billing settings.

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Right-hand panel

• Company — the company a user belongs to. On a member without a company, click Select to add them to one.
• Members — on a company’s profile, add, invite, and manage company members and managers.
• Contacts — chat with the customer, or copy their email and phone number.
• Attachments — upload files, such as ID scans. Any image, video, or document format works, up to 50 MB per file. Only administrators see attachments.
• Payment methods — click Add to add a payment method, or (…) next to one to set it as default or delete it.
  • Personal invoice or Company invoice — click (…) > Edit to let the customer pay with invoice.
  • Company credits and Company day passes — click (…) > Edit to choose who in the company can pay with them.
• View in Stripe — open the customer’s payment history in Stripe, if you have the Stripe integration connected.
• Billing details — click Edit to update the customer’s legal business name, address, and tax ID, and a company’s Billing emails.
• Auto-pay — charge invoices to the default payment method automatically.
• Alternative currency — bill the customer in another currency.
• Contracts, Invoices, Transactions, and Bookings — the customer’s contracts, invoices, transactions, and bookings. A user’s profile also links to their event tickets, orders, benefit applications, and support tickets.

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When a user deletes their account

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FAQs