It's important that you keep your customers accounts up to date so that you can continue to successfully charge them for their subscriptions. You may also want to delete a customer when they unsubscribe to keep your account tidy, or they might request that you remove their details. On the individual customer profiles, you're able to manage all aspects of your customers' accounts.

To edit the customer's details select the Edit customer button in the top right menu.

This will open up the side modal where you can replace any out of date information you have for the customer. Remember to click Save changes before you finish.

To update your customer's payment details, select the Replace payment method button in the top right menu. This will open up a modal with two options for you to choose from.

Manually input payment method

If you have access to the customer's new payment details, perhaps during a support call, you can enter in the new information and update the payment method immediately.

Send payment details request

If you don't have access to their new payment details you can send them a payment details request email, allowing them to update their details themselves.

There may be times that you need to charge your customer on a one off basis. To do this, you'll use the one time charge feature. To place a one-time charge select the Capture one time charge button in the top right menu. Then you just need to enter the amount you want to charge the customer, the currency you want to do it in, followed by a description. The description you input will be shown on the invoice that is sent to the customer, so you should aim to write something that will help them easily identify what the charge is for.

In line with European Union General Data Protection Regulations (GDPR) you're able to permanently delete any customer's personal data. It is worth noting that invoices for this customer will not be deleted automatically.

To clear customer data, select the button Clear personal data GDPR. This will open a modal that displays the personal information of the customer that you're requesting to erase. To permanently erase all of this, you need to confirm the customer's ID by copying it and pasting it into the box provided. Once you've done this, their information will be permanently and irreversibly removed and replaced with GDPR.

To permanently delete a customer from your system select the button Delete customer. This will open a modal that displays the personal information of the customer that you're requesting to erase. To permanently delete all of this, you need to confirm the customer's ID by copying it and pasting it into the box provided. Once you've done this, their information will be permanently and irreversibly deleted. All invoices and any information held on this customer will be deleted, which will affect historical reporting.
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