Choose the Right Customer Record
The same person can have a subscription, one-off purchase, instalment plan, and general customer profile. Open the record that matches the action.Search for a Customer
- Open All Customers.
- Choose Search.
- Enter the customer’s name or email address.
- Select the customer.
Open a Customer Profile
Select a customer in All Customers. The customer profile shows the customer’s name, email where available, purchase summary, customer metrics where Newie has enough data, and the records connected to that customer.Open a Customer’s Purchase
- Open the customer profile.
- Under Purchases, select the subscription, one-off purchase, or instalment plan.
- Open the exact record before taking an action.
Open a Customer’s Invoice History
Open the customer profile, then select Invoice History. Choose an invoice to review its payment status and the actions currently available for that invoice. For retry, void, receipt, and refund actions, see Invoices & Payment History.Show or Hide a Customer’s Expired Subscriptions
Open the customer profile and choose Show expired to include fully expired subscriptions. Choose Hide expired to collapse them again. You can also open Subscribers and use the Expired status list. A fully expired subscription remains available for history but cannot be reactivated. Send the customer a new payment link if they need to subscribe again.Copy a Customer’s Email Address
Open the customer profile and choose Copy Email. If the customer used Sign in with Apple and hid their email, Newie shows Email hidden by Sign in with Apple instead of their direct address.Request a Customer’s Email Address
When Newie shows Email hidden by Sign in with Apple, choose Request email from the customer profile. Newie emails the customer and asks them to confirm a direct email address. After the request is sent, the action changes to Request sent.Chat with a Customer
- Open the customer profile.
- Open More.
- Choose Chat with [Customer].
View Customers for One Service
- Go to Sell -> Services.
- Open the service’s
...menu. - Choose View & Export Customers.
Export Customers for One Service
- Open View & Export Customers from the service’s
...menu. - Review the customers attached to that service.
- Choose the available export action and format.
Export All Customers
- Open All Customers.
- Choose Export.
- Choose CSV or PDF.
