# Work with Customer Records > **Source**: [Chargebee](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records) > >

Understand how customer records work in Chargebee.

## Browse Collection 1. [Everything You Can Do on a Customer Record in Chargebee](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee.md) (Video) 2. [Auto-Collections for Timely Payments](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/yhDHW6QVS0I-auto-collections-for-timely-payments.md) (Video) 3. [How to Add One-Time Addons and Quick Charges?](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/y3ZiI3Kq0Vk-how-to-add-one-time-addons-and-quick-charges.md) (Video) 4. [How to Link Parent and Child Accounts for Easy Billing?](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing.md) (Video) --- # VIDEO: Everything You Can Do on a Customer Record in Chargebee ## METADATA - id: pDM5u2OtJsLBUD0JflrejA - type: video - source: Chargebee - content_url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee - collection_url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=0 text: In this video, let's see all the actions you can perform on a customer record in Chargebee. - time: 00:05 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=5 text: Go to the Customers tab and select a customer record. - time: 00:09 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=9 text: Once you are on a customer record, you can perform all the actions available on the right hand panel. - time: 00:16 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=16 text: In Chargebee, the customer record stores billing, contact, and payment details. - time: 00:22 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=22 text: Use Edit Customer to update this information. - time: 00:27 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=27 text: Under essentials, you can configure their language and their preferred currency. - time: 00:31 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=31 text: You also have an option to configure the auto collection right here. - time: 00:35 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=35 text: This controls whether subscriptions are auto-charged to the card on file. - time: 00:40 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=40 text: You can allow them to pay via their bank account, and you can choose to exempt a customer from paying taxes by selecting - time: 00:45 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=45 text: the - time: 00:46 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=46 text: This customer is tax exempt checkbox. - time: 00:50 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=50 text: Under subscription actions, you can create a new subscription for the customer, or if they're still deciding, you can send - time: 00:56 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=56 text: them a quote. - time: 00:59 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=59 text: Next is the billing action. - time: 01:01 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=61 text: Here, you can request them to update their payment method by triggering an email. - time: 01:06 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=66 text: You can update their billing address right from the customer record. - time: 01:11 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=71 text: If there are any one-time add-ons and charges applicable only for this particular customer and not the subscription that - time: 01:17 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=77 text: they're subscribed to, then you can add that as a one-time add-on. - time: 01:22 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=82 text: If you have any promotional credits that you want to offer to this customer, You can do it right from here. If you have collected payment - time: 01:28 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=88 text: from a customer in advance, - time: 01:30 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=90 text: or if the customer has made a single payment for multiple invoices, - time: 01:33 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=93 text: use the Record an offline payment option to account for the same. - time: 01:38 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=98 text: You can choose the mode of payment and record it. Once recorded, the payment will be automatically applied to the future - time: 01:44 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=104 text: invoices. - time: 01:45 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=105 text: It can also be manually applied to the existing - time: 01:48 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=108 text: not paid or payment due invoices. And if needed, you'll also see the option to delete the customer at the - time: 01:54 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=114 text: bottom. - time: 01:55 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=115 text: Use this with care. - time: 01:57 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=117 text: This operation is irreversible. - time: 01:59 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=119 text: All data related to the customer, such as subscriptions and invoices, - time: 02:03 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=123 text: will be deleted. - time: 02:05 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee?start_time=125 text: So that's everything you can do on a customer record in Chargebee. ## SUMMARY # Managing Customer Records in Chargebee In this guide, we will explore how to manage customer records in Chargebee and the various actions you can perform on a customer record. ## Accessing Customer Records Navigate to the **Customers** tab in Chargebee. Once you are on a customer record, you will see several options on the right-hand side. ## Edit Customer Information - **Edit Customer:** Modify essential information such as personal details. - **Essentials:** Configure the customer's language, preferred currency, and auto-collection settings. - Set payment methods, including bank account options and tax exemptions. ## Subscription Actions - Create a new subscription for the customer. - If the customer is undecided, send them a quote. ## Billing Actions - Request the customer to update their payment method via email. - Update the customer's billing address directly from their record. - Add one-time add-ons or charges, such as implementation setup fees. - Create a Quick Charge for specific services. - Offer promotional credits to the customer. ## Offline Payments - Record offline payments made by the customer. - Select the mode of payment and record the amount, which will be deducted from future invoices. ## Deleting a Customer If necessary, you can delete a customer record. Please note that this action is irreversible, so proceed with caution. This concludes the actions you can perform from a customer record in Chargebee.