How do I view and edit customers?
To view or edit customers, go to
Customers. Here you can view the customer's name, address, and balance at a glance.
Click on a customer to view:
- a map showing the customer address
- ONS reference and distance from your business address (as the crow flies)
- the customer's phone number (click to call)
- the customer's email address (click to email)
- the customer's balance
- the customer's annual value
Click the menu icon in the top-right corner of the customer page to access the following options:
Add cash payment
Edit customerto edit the name, type, contact details, or address
View customer portalto view what the customer can see in the getSoapy customer portal
View PINto view or change the customer's portal ID and PIN
By default, the Finances tab on the customer page displays a history of customer invoices and their status (outstanding or paid).
You can also:
Show payments & adjustmentsto view all changes to the customers balance
- click the menu icon to the right-hand side of the invoice to
Download invoicein PDF format,
The Jobs tab on the customer page displays a summary of all jobs linked to the customer. Click the menu icon to the right-hand side of a job to manage the job or click
Add a job to add a new job for the customer.
The Messages tab on the customer page displays a history of messages exchanged with the customer and automatic notifications sent to the customer. Toggle
Show notification logs off to only view messages. For more information on notification logs, see What are notification logs?.
To send a new message to the customer or reply to a message, write a message and click