How can we help?

You can get to this part of the system by clicking Customers > Customers. Search for and click on the ID Number for the customer you want to edit, or to start a new one, click the +New Customer button. If you're just creating a new customer, from anywhere in the system you can click on the +Create New button at the top and in the drop-list, click Customer.

Other Customer Articles in This Series:

Adding and Editing Customers - Part 1: Details Tab

Adding and Editing Customers - Part 2: Settings, Marketing, History, Layaways, and Lists

Edit Customer: Rentals Tab

If you use the Point of Sale and the Rental Contracts module, you will see a tab in your Edit Customer panel for Rentals. By default, it will display the active Rental Contracts for the customer, and if your store is in the Music industry, you'll see a column for Student Name. You can open any contract listed by clicking on its ID Number, and you can make payments on any of them from that view.

Edit Customer: Consignment Tab

If you use the Point of Sale, Consignment selling is an option for you, and any Consignment events for contracts held by the customer will display here, along with date stamps for each. For more detail and the ability to view contracts and do payouts, click Modules > Consignment (or POS > Consignment in the older system). For a list of all active contract listings and financial totals, go to Reports > Consignment Summary.

Edit Customer: Subscriptions Tab

If you use the optional Subscriptions feature, you will see this tab for your customers. The ID numbers be clickable so you can view the subscription. For now, you have the option to view Subscriptions the customer has completed by toggling the On / Off switch at the top, and all subscriptions are listed with the oldest at the top. Click here to learn more about working with Product Subscriptions.

Edit Customer: Trial Purchase Tab

You can view the Trial Purchases of a customer in this tab if that feature is active for your store. Click the Trial Purchase ID number to view the details.