Customer Detail View
How the customer detail view is organised, including stats, tabs, payment integration details, and the new linked text-message history.
The customer detail view is where the customer stops being just a contact record and becomes a full operational record. It brings together balance, work history, invoices, transactions, activity, text messages, and any GoCardless setup in one place.
Stats Bar
- Balance: Shows whether the customer owes money or has a credit balance.
- Job Count: Useful when you want to know how active the customer already is.
- Times Completed and Times Missed: These give a quick service history picture without opening the jobs tab first.
Details Tab
- Customer Information: Shows the reference, status, main name details, company, and business.
- Customer Source: Keeps the origin of the customer visible after the record is live.
- Address and Contact Information: Brings together every saved address line, phone number, email address, and website.
- Saved Cards: Lists the cards, or PayPal accounts, the customer has saved for future payments, and lets you send them a link to save one. It is covered in more detail below.
- Payment Integration: Shows mandate and provider information if the customer already has a linked payment setup.
- Dates: Created and updated dates help when you are reviewing how long the customer has been on the system.
No Jobs Yet
When an active customer has no jobs, the Details tab opens with a note saying so, because a customer without a job does not appear on your planner or worksheets. Add a job on that note opens the job popup with the customer already filled in, and the note goes once the job is saved. You only see the note if your account can add jobs.
Saved Cards
When a customer saves a card with Stripe, Square or PayPal, or saves their PayPal account, while paying through a card payment link or with a card set-up link, it shows in the Saved Cards section of the Details tab, below their contact details. For a card, only the card type, last four digits and expiry date are kept, never the card number, and for a PayPal account its email address. You see the section when card payments are on your plan, through Pro, Team or the Card Payments bolt-on, and your role has the Take Card Payments permission under Payments.
Once Stripe or Square takes your card payments online, or PayPal keeps payment methods for you, the section shows for every customer, saying No saved cards yet until they save one.
- Card: The card type and last four digits, such as Visa •••• 4242, or a PayPal account's email, with the provider, the expiry date and the date it was saved.
- Expired: A card past its expiry month is marked Expired and can't be charged. Ask the customer to save a new one.
- Remove: After you confirm, removes the card at the provider too, so it can't be charged again. The customer can save a card again later.
- Send card set-up link: Opens the Set up card payments popup, to send the customer a link that saves a card and charges nothing. It's there whether or not they owe anything. A customer has one open set-up link at a time, so if one has already been sent, from here, from Debts or from an approval, the popup brings it back to copy or send again. Sending a Card Payment Link covers the popup.
Saved cards are charged from Accounts > Debts, when you complete a job, from the worksheet, or by an automation rather than from here. Saved Cards covers how cards are saved and every way to charge one.
Other Tabs
- Jobs: Opens the customer’s jobs in context. If they have none yet, the tab says No jobs yet and offers Add Job.
- Transactions: Shows the customer’s ledger activity and can be used to create a new transaction when the customer is still editable.
- Invoices: Shows invoices linked to the customer.
- Activity: Useful when you need to understand who changed what and when.
- Notes: The customer's own notes and the notes on their jobs, newest first, each job note saying which job it's on. Add Note adds one to the customer, and you can change or delete any of them. A customer's own note stays on the customer; to show a note on the planner or a worksheet, add it to the job. Shown to people whose role can see the planner.
- Communications: Shows email and SMS linked to the customer, and their notes and their jobs' notes, as one history, including replies that were matched back from a related job send. Choose Notes under the channel filter to see only notes. If your role allows sending, this tab also gives you a Message customer button, which opens the Message Customers Popup for this customer.
- Subscriptions: Appears when GoCardless is available for the business and is where recurring payment setup is handled.
Transfer Warning
If the customer has been transferred to another business, the detail view shows a warning with the destination business and transfer date. Edit actions are hidden because the record is no longer meant to be changed in the current business.
If your role doesn't include View Prices and Balances, the customer's balance, subscription amounts and the Transactions and Invoices tabs are left out. See Editing a Role.
Related articles
- Editing a Customer: The next step when something on the customer record needs changing.
- Communications: The main page where customer-linked email and SMS history can also be filtered and reviewed.
- Customer Subscriptions Flow: Covers the subscriptions tab in detail.
- Billing Request and Direct Debit Setup Flow: Important when the customer still needs a Direct Debit mandate.
- Saved Cards: How customers save a card, and how a saved card is charged or removed.
- Sending a Card Payment Link: The Set up card payments popup, and links for the customer to pay what they owe.
- Transferred-Customer Behavior: Useful if the warning banner appears on this screen.