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When a customer needs help, start with their purchase. Open a subscription to change future billing, or open an invoice to deal with one payment. If you know the customer’s name but cannot find the purchase, start with All Customers.

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Choose the record you need

Manage Subscriptions

Pause or cancel a subscription, change its price or payment date, or move the customer to another service.

Manage One-Off Purchases

Check a single purchase, help the customer pay, send a receipt or issue a refund.

Manage Instalment Plans

Check progress towards a fixed total, move a payment date or close the plan.

All Customers

Find a person and see their purchases, invoices and contact details in one place.

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Help the customer act for themselves

Send a Customer Manage Link when the customer needs to open an existing subscription or instalment plan. Send a Customer Payment Link when they need to fix one invoice or failed one-off payment. The Customer Manage & Payment Links guide explains where to find each link and which actions the customer can use. A new service checkout link is for a new purchase, so use the existing purchase’s link when helping with a payment problem. Last updated: 2026-09-05