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What this page is for

The Customers page is where you manage customer records in BillingServ. Use it to view account details, check customer history, and make account-level updates when needed.

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What you’ll see

  • Customer list
    A table of all customer accounts in your system.
    • View: Open a customer’s full profile.
    • Edit: Update account details.
    • Status actions: Manage account state where needed.
  • Search and filters
    Find specific customers quickly by name, email, or other account fields.
For most teams, the usual flow is:
  1. Find the customer from the list.
  2. Open their profile and review account activity.
  3. Make the required update and save.

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Creating a new customer

When you click Add Customer (or equivalent action in your panel), create the account with complete and accurate contact details from the start.

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Core details to enter

  • Full name / Company name
    Use the legal billing name where possible.
  • Email address
    This is typically used for login, invoices, and service notifications, so confirm spelling carefully.
  • Phone number
    Useful for account verification and urgent operational contact.
  • Address details
    Capture billing address information if your invoicing/tax setup requires it.
  • Password / account access setup
    Depending on your setup, either set an initial password or trigger an invite/reset flow.
  1. Enter the customer’s primary profile and contact information.
  2. Confirm email and billing details before saving.
  3. Save the account and verify it appears in the customer list.
  4. Add notes or tags (if available) for important internal context.
  5. Link or create the customer’s first order/service as needed.

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After creating the account

  • Send the customer any required onboarding instructions.
  • Confirm the customer can receive emails from your platform.
  • Double-check tax/billing profile settings before the first invoice is generated.

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Day-to-day usage

  • Keep customer contact details up to date.
  • Use profile history when investigating billing or order questions.
  • Apply account status changes carefully and only when required by policy.