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.