Opening Customer Details
- Go to the CRM tab in the website editor
- Find the customer in the list
- Click on the customer row
- The customer details modal opens
Customer Information
The modal shows:Basic Info
- Customer name
- Email address
- Company (if provided)
- Notes
Billing Summary
- Total billed amount
- Outstanding balance
- Total paid
Billing History
- List of all invoices
- Invoice status (open, paid, refunded)
- Invoice amounts and dates
Subscriptions
- Active subscriptions
- Subscription details
- Cancel option
Actions Available
From the customer details modal:- Update customer information
- Create new invoices
- View invoice details
- Cancel subscriptions