Changing a Customers Settings
To change a Customer’s status, follow the below steps:
Navigate to an individual Customer’s page
Select the three dots icon in the top right of the page
Select "Settings"
Select the pencil icon in the corner of the panel that has the relevant setting you would like to update
Make any adjustment to the setting in question and press "Submit"
Settings that can be updated for a Customer
As a business owner, it's important to have control over the settings for your customers. This allows you to customize their experience and ensure that their needs are being met. In this article, we will go over the different settings that can be updated for a customer and how to do so.
Customer Status
One of the first settings you can update for a customer is their status. This can include whether they are an Active or Undesirable
Customer Account Settings
Another important setting to update for a customer is their account settings. This includes information such as their discount percentage, whether a purchase order is required for their orders, and if they are tax exempt or not.
Payment Methods
If a customer has previously made a purchase with you, their payment method may be stored on file. This makes it easier for them to make future purchases without having to enter their payment information again. Payment methods can be edited or deleted.
Fee Defaults
You may have fees that should be automatically applied to a customer's purchases. Fee defaults can be updated from a Customer's settings
Media / Stored Files
Lastly, you may have media or stored files associated with a customer's account. This can include things like insurance documents or credit applications.