A customer’s profile
Each profile brings together everything about that customer:- Customer details and lifetime value
- Their orders and subscriptions
- Their payment activity, including refunds
Actions you can take from a profile
- Issue Refund — full or partial, with a reason (duplicate charge, fraudulent, customer request) and an optional internal note for your records.
- Manual Charge — charge the customer’s saved payment method for an agreed amount, for phone orders or adjustments.
- Customer Portal Link — copy their secure portal link to send them, so they can manage their subscription themselves (see The customer portal).