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Customer Profile

The customer profile page provides a comprehensive view of all information and activity related to a single customer. Access it by clicking on any customer from your customer list.

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Page Layout

The customer profile is divided into two main sections:

• Left Sidebar: Quick overview, actions, and contact information
• Main Content Area: Tabbed interface with detailed information

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Header Section

At the top of the page, you’ll see:

• Customer Avatar: Displays the company logo (for business customers with a website) or generated initials
• Customer Name: Company name for business customers, full name for individuals
• Status Badge: Shows Active, Archived, or Suspended status
• Email Address: Primary contact email
• Tags: Up to 3 tags displayed with a “+X more” indicator if there are additional tags
• Archive Information: If archived, shows the reason and date

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Left Sidebar

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Customer Overview Card

The top card displays:

• Avatar & Name: Large avatar with customer name and email
• Tags Section: All assigned tags with quick add (+) button
  • Hover over a tag to reveal the remove (×) button
• Quick Stats: Three-column grid showing:
  • Total Invoices count
  • Total Orders count
  • Total Subscriptions count

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Customer Details Accordion

Expandable section showing:

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Quick Actions Card

Action buttons for common tasks:

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Contact Info Card with Map

When a country is set, displays:

• Interactive Map: Mapbox map centered on the customer’s country with flag overlay
• Phone Number: Clickable to initiate a call
• Full Address: Street, postal code, city, and country
• Website: Clickable link to company website (if set)

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SEPA Mandate Card

If the customer has an active SEPA Direct Debit mandate via Mollie, a credit card-style display shows:

• Payment method type (SEPA Direct Debit)
• Mandate status (Valid/Invalid)
• Account holder name
• IBAN (formatted with spaces)
• BIC code
• Signature date
• Mandate reference ID

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Main Content Tabs

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Customer/Business Tab

For Individual Customers, shows the “Klant” (Customer) tab with: For Business Customers, shows the “Business” tab with additional fields:

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Orders Tab

View and filter all orders placed by this customer: Status Filters (pill tabs):

• All, Pending, Processing, Completed, Cancelled, Refunded, Failed

Order Table Columns: All columns are sortable by clicking the header.

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Invoices Tab

Complete invoice management for the customer: Invoice Summary Callout:

• Total invoice count with paid/unpaid breakdown
• Total amount and unpaid amount
• Send Payment Reminder button (when unpaid invoices exist)

Status Filters (pill tabs):

• All, Draft, Concept, Open, Pending, Unpaid, Paid, Cancelled, Chargeback

Invoice Table Columns: Quick Actions:

• Create Invoice button in the header
• Create First Invoice prompt for new customers

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Subscriptions Tab

Manage recurring billing for the customer: Subscription Summary Callout:

• Total subscription count with active/paused/canceled breakdown
• Monthly Recurring Revenue (MRR) from active subscriptions

Status Filters (pill tabs):

• All, Active, Paused, Pending, Canceled, Failed, Completed

Subscription Table Columns: Quick Actions:

• Create Subscription button in the header

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Smart Links Tab

View all Smart Links created for this customer:

• Link name and type (Product/Amount)
• Status (Active/Inactive)
• Views and payments statistics
• Revenue generated
• Quick actions to view/edit

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Transactions Tab

Complete payment history:

• All transactions related to invoices, orders, and subscriptions
• Mollie payment IDs and status
• Amount and currency
• Payment method used
• Created timestamp

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Activity Log Tab

Chronological activity feed showing:

• Invoice creation, sending, and payment events
• Order placements and status changes
• Subscription lifecycle events (created, paused, resumed, canceled)
• Customer data changes
• Note additions

Each entry shows:

• Activity type and description
• Timestamp (relative, e.g., “2 hours ago”)
• User who performed the action (when applicable)

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Editing Customer Information

Click the Edit Customer button (pencil icon) to open the edit modal.

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Individual Customer Fields

• Customer type (Individual/Business)
• Full name
• Email address
• Phone number
• Street address (with Google Maps autocomplete)
• City
• Postal code
• Language preference (English, Dutch, Spanish)
• Payment method preference
• Country
• Tax exempt toggle

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Business Customer Fields

All individual fields plus:

• Company name
• VAT number
• Company registration number (with country selector)
• Legal form
• Industry code
• Industry description
• Established date
• Website URL

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Avatar Selection (Business Customers)

When a website URL is entered for a business customer:

1. An “Customer Avatar” section appears
2. Shows a preview of the company logo from the website
3. Click to select the logo as the customer avatar
4. The avatar appears on the customer profile page
5. Click “Remove” to clear the avatar

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Tag Management

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Adding Tags

1. Click the + button next to “Tags” or the Manage Tags quick action
2. Search existing tags or create new ones
3. Select multiple tags to assign
4. Click Save to apply

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Removing Tags

• Hover over any tag to reveal the × button
• Click to instantly remove the tag
• Or use the Manage Tags modal to remove multiple at once

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Creating New Tags

1. In the tag management modal, type a new tag name
2. If no match is found, click “Create new tag”
3. Choose a color for the tag
4. The tag is created and automatically assigned

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Customer Notes

Private notes visible only to your team members.

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Adding a Note

1. Click Add Note from Quick Actions or the Notes section
2. Enter a title (required)
3. Enter the note content (supports multi-line text)
4. Click Save

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Editing a Note

1. Click the pencil icon on any note
2. Modify the title or content
3. Click Save

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Deleting a Note

1. Click the trash icon on any note
2. Confirm deletion in the modal

Notes display:

• Title and content
• Creation timestamp (“2 days ago”)
• Update timestamp (if edited)
• Author name

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KVK Integration (Dutch Businesses)

For customers with a Dutch company (country = NL) and KVK number:

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Automatic Data Sync

When a KVK number is entered:

• Company name, address, and details are fetched from KVK.nl
• Legal form, industry information, and trade names are populated

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Manual Re-sync

1. Navigate to the Business tab
2. Check the “Last Synced” timestamp
3. If outdated (>1 year), click Re-sync with KVK
4. Customer data is updated from the KVK registry

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VAT Validation

Validate European VAT numbers via the VIES system:

1. Ensure the customer has a VAT number entered
2. Click Validate VAT button
3. Results show:
   • Valid/Invalid status badge
   • Company name from VIES
   • Registered address from VIES
   • Validation timestamp

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Archiving Customers

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Archive a Customer

1. Click Archive Customer from Quick Actions
2. Select an archive reason:
   • No longer needed
   • Duplicate entry
   • Customer request
   • Payment issues
   • Other
3. Add an optional note
4. Confirm archival

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Effects of Archiving

• Customer is hidden from default customer list
• Status badge shows “Archived”
• Archive reason and date displayed in header
• Existing invoices, orders, and subscriptions remain accessible
• Customer cannot log into the portal

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Reactivate a Customer

1. Navigate to the archived customer’s profile
2. Click Reactivate Customer
3. Confirm reactivation
4. Customer returns to Active status

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Login as Customer

Test the customer portal experience:

1. Click Login as Customer from Quick Actions
2. A new tab opens with the customer portal
3. You’re logged in as the customer
4. View their invoices, subscriptions, and orders
5. Test payment flows and portal features

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