Manage customer information

This topic describes how to manage and view customer information.

Add a customer

Use this process to add or create new customers.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. In the top right of the screen, press Add customer.
4. In the ID field, enter a unique ID for the customer.
5. In the Website ID dropdown, select a website to associate with the customer.
6. In the First name and Last name fields, enter the customers name.
7. In the Organization field, enter the name of the customer's organization.
8. In the Job title field, enter the customers job title.
9. In the Date of birth field, enter the customers date of birth.
10. In the Address line 1, Address line 2, City, Country, Region, and Postal/ZIP code fields, enter the customers address.
11. In the Phone number field, enter the customers phone number.
    To add multiple phone numbers, press Add phone number.
    If more than one phone number is added, to set a primary phone number, select Make primary.
12. In the Email field, enter the customers email address.
    To add multiple email addresses, press Add email address.
    If more than one email address is added, to set a primary email address, select Make primary.
13. In the Default payment instrument section, select a payment instrument to associate with the customer and enter the details of the payment instrument. The default payment instrument is used for autopay for customer subscriptions.
    Autopay is a feature that automatically collects payment from a customer on the renewal date of a subscription using the customer's default payment instrument. You can also set a default payment instrument when creating an order or editing an order. For more information, see Create an order, Edit a subscription, and Activate or deactivate autopay.
14. Optionally, to use the payment instrument as a backup payment method if the primary payment instrument is declined, select Allow use as a backup method.
15. At the bottom of the page, press Save customer.

Add a note, attachment, or tag to customer activity

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Customers.

3. In the Name column, press a customer.

4. In the Timeline section, select from the following:

   Tag a user or Rebilly Support

   1. In the text input field, press Tag user.
   2. In the dropdown, select a user or Rebilly Support.
   3. Press Return or Enter on your keyboard.
   Add an attachment

   1. In the text input field, press Attach a file, select a file, then press Open or Attach.
   2. Enter a description, then press Return or Enter on your keyboard.
   Link a customer or transaction

   1. In the text input field, press Link to a customer or transaction, in the dropdown, select Customers or Transactions.
   2. Select a transaction or customer, then press Return or Enter on your keyboard.
   Add a note

   1. In the text input field, enter a message.
   2. Press Return or Enter on your keyboard.

Edit customer information

Use this process to edit a customer's information.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. In the Name column, press a customers name.
4. In the right of the screen, press , then press Edit customer.
5. Edit the customer's information, then press Save.

Edit or view a customer's lead source information

Use this process to edit or view the lead source information that is associated with a customer.

A lead source is the marketing campaign that was responsible for the customer's interaction, or a sale or trial. This metadata is added to the customer's information, and contains common attributes from Google Analytics and affiliate tracking applications.

1. In the left navigation bar, press Data tables, then press Customers.
2. In the Name column, press a customer's name.
3. In the right of the screen, press , then press Edit lead sources.
4. Edit the form, then press Save.

Export customer data

Use this process to export data that is contained in a data tables segment to a CSV file.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then select Customers, Payments, or Billing.
3. Optionally, select which columns to include in the export:
   1. In the top right of the screen, press Edit columns.
   2. Add or remove columns, then press Apply.
4. Optionally, arrange the order of the columns in the export:
   1. In the top right of the screen, press Edit columns.
   2. Drag columns to arrange their order, then press Apply.
5. In the top right of the screen, press Export, then press Export as CSV. When the reported is generated, a notification is displayed in the top right of the page.
6. In the top right corner of the page, press Alerts , then press the file to download.

Manage customer tax ID numbers

Use this process to manage a customer's tax ID numbers. As a merchant, you may need to display a customer's tax ID number on invoices you issue. This process describes how to add tax ID numbers that are displayed on customer invoices, and also how to delete, or set a default tax ID number. For more information on managing taxes, see Taxes.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. In the Name column, press a customer's name.
4. In the Tax ID numbers section, select from the following:
   • Add a new tax ID number: Press Add tax ID number.
   • Delete a tax ID number: On the right of a tax ID number, press , then press Delete.
   • Set a default tax ID number: On the right of a tax ID number, press , then press Set as default.

Merge duplicate customer entries

Use this process to merge duplicate customer entries into one entry.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. On the left of the Name column, select the checkbox beside the duplicate customer entries.
4. At the top of the table, press Merge duplicate customers.

Tag a customer

Use this process to organize and categorize customers based on keywords. To create a segment based on tagged customers, or to filter based on tags, see Create a new segment.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. In the Name column, press a customers name.
4. In the right of the screen, press + Add tag.
5. Enter a tag name, then press Apply.

View customer activity

Use this process to view customer specific information and activity, such as: payment, billing, and log data from the customer detail page.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Customers.

3. In the Name column, press a customer's name.

4. Turn on the Display segments toggle, and select from the following:

   View a customer's payments transactions

   1. Press Payments, then press a segment.
   2. In a table, press a transaction ID or customer ID.
      Use this screen to: view payment status, view risk analysis information, view the payment instrument, query the gateway, dispute the payment, and more. For a complete list, see Payments interactions.
   View a customer's billing information

   1. Press Billing, then press a segment.
   2. In the table, press ID, or Invoice number.
      Use this screen to: edit an invoice; cancel, pause, or resume an order; update a renewal date, redeem a coupon, download or email an invoice, view upcoming invoices, and more. For a complete list, see Billing interactions.
   View log data

   1. Press Logs, then press a segment.
   2. In the table, press a log entry to inspect the API interaction. Logs include: date and time of the interaction, request, and response information. For more information, see Manage logs.

To add or manage segments, or to apply or edit filters on a segment, see Segments.

View a customer's orders

Use this process to view a customer's active, upcoming, pending, and past subscriptions.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Customers.
3. In the Name column, press a customer's name.
4. On the right of the screen, Active subscriptions, Pending subscriptions, Past subscriptions are displayed.
   To interact with a subscription item, press .