Customer Actions and Workflows

This section covers the key actions you can perform with customer profiles, including taking payments, creating subscriptions, deleting profiles, and common workflow scenarios.

Take a Payment

To process a one-time payment for a customer:

Result: The system uses the customer's default payment method and shipping address automatically, making checkout faster and reducing errors.

Create a Subscription

To set up recurring billing for a customer:

Common Workflows

These are frequently used workflows for efficient customer management.

Repeat Customer Checkout

To process a payment for a returning customer:

1. Search for customer in the list.
2. From the Actions menu, click Take a payment.
3. Enter amount and process transaction.

Update an Expired Card

To update an expired card on a customer profile:

1. Open customer details page.
2. In Payment methods, find the expired card.
3. Click the three-dot menu and select Edit.
4. Update card number and expiration date.
5. Save changes.

Add a New Shipping Location

To add a new shipping address to a customer profile:

1. Open customer details page.
2. In Shipping addresses section, click Add shipping address.
3. Enter complete address.
4. Save the new address.
5. Set as default if it is the primary location.