Manage Customers

Start with what the customer purchased and the action you need to take. Subscriptions, one-off purchases, and instalment plans each have their own records and management actions. If you know the customer but not the purchase record, start with All Customers.

Choose What You Need to Manage

Manage Subscriptions

Find a subscriber, pause or resume billing, cancel, change pricing or payment dates, switch services, and export subscriber records.

Manage One-Off Purchases

Find a purchase, retry or void a payment, share a payment link, send a receipt, issue a refund, or contact the customer.

Manage Instalment Plans

Find a plan, move its next payment, share a manage link, generate a statement, cancel the plan, or manage an invoice.

Help Customers Manage Payments

Share a Customer Manage Link and help customers update payment details, retry payments, or use enabled self-service actions.

All Customers

Search for a person, open their purchases and invoices, copy or request contact details, start a chat, or export customer records.

Last updated: 2026-07-15

Customer Purchase Flow Manage Subscriptions

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Reference

Manage Customers

Choose What You Need to Manage

Manage Subscriptions

Manage One-Off Purchases

Manage Instalment Plans

Help Customers Manage Payments

All Customers

​Choose What You Need to Manage

Manage Subscriptions

Manage One-Off Purchases

Manage Instalment Plans

Help Customers Manage Payments

All Customers

Choose What You Need to Manage