> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.
# Customer Profile
> Complete guide to viewing and managing individual customer profiles in PayRequest
# 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.
## 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
***
## 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
***
## Left Sidebar
### 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
### Customer Details Accordion
Expandable section showing:
| Field | Description |
| --------------- | ------------------------------------------------- |
| Member Since | Month and year the customer was created |
| Customer Type | VIP (>€1000 revenue), Regular (≥3 orders), or New |
| Unpaid Invoices | Count of outstanding invoices (if any) |
| Total Revenue | Lifetime revenue from paid invoices |
| Last Login | Date, time, and location of last portal login |
### Quick Actions Card
Action buttons for common tasks:
* **Create Invoice**: Opens invoice creation with customer pre-selected
* **Create Subscription**: Opens subscription creation modal
* **Create Order**: Opens order creation with customer pre-selected
* **Add Note**: Opens the note creation modal
* **Manage Tags**: Opens tag management modal
* **Create Support Ticket**: Initiates a support conversation
* **Login as Customer**: Access the customer portal as this customer
* **Archive Customer**: Move to archived status (for active customers)
* **Reactivate Customer**: Restore from archived status
### 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)
The map shows the country location. For privacy reasons, it does not pinpoint the exact address.
### 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
***
## Main Content Tabs
### Customer/Business Tab
For **Individual Customers**, shows the "Klant" (Customer) tab with:
* Full name
* Email address with [health status badge](/customer-management/customer-health) (Healthy/Bounced/Complained/Failed)
* Phone number
* Street address
* City and postal code
* Country
* Preferred language (EN/NL/ES)
* Default payment method
* Private notes visible only to your team
* Add, edit, and delete notes
* Shows author and timestamps
For **Business Customers**, shows the "Business" tab with additional fields:
For Dutch businesses with a KVK number:
* KVK registration number
* Last sync timestamp
* Re-sync button to update from KVK.nl
* Company name
* VAT number
* Legal form (B.V., N.V., etc.)
* Industry code and description
* Established date
* Trade names
* Country with flag
* VAT number with validation status
* Validate VAT button (checks via VIES)
* Tax exempt status
### 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**:
| Column | Description |
| ------- | --------------------------------------------- |
| Order # | Order number or ID |
| Date | Creation date |
| Status | Order status with colored badge |
| Payment | Payment status (Paid/Pending/Failed/Refunded) |
| Total | Order total amount |
| Actions | View button to open order details |
All columns are sortable by clicking the header.
### 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**:
| Column | Description |
| --------- | ------------------------- |
| Invoice # | Invoice number |
| Date | Creation date |
| Due Date | Payment due date |
| Amount | Invoice amount |
| Status | Status with colored badge |
| Actions | View and Edit buttons |
**Quick Actions**:
* Create Invoice button in the header
* Create First Invoice prompt for new customers
### 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**:
| Column | Description |
| ------------ | ----------------------------------- |
| Product | Product name with subscription name |
| Status | Status with colored badge |
| Amount | Recurring amount and interval |
| Next Billing | Next billing date |
| Actions | View button |
**Quick Actions**:
* Create Subscription button in the header
### 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
### 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
### 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)
***
## Editing Customer Information
Click the **Edit Customer** button (pencil icon) to open the edit modal.
### 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
### 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
### 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
The avatar uses unavatar.io to fetch the website's favicon/logo automatically. No manual upload required!
***
## Tag Management
### 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
### 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
### 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
***
## Customer Notes
Private notes visible only to your team members.
### 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
### Editing a Note
1. Click the pencil icon on any note
2. Modify the title or content
3. Click Save
### 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
***
## KVK Integration (Dutch Businesses)
For customers with a Dutch company (country = NL) and KVK number:
### 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
### 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
KVK sync is only available for Netherlands-based businesses with valid KVK numbers.
***
## 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
If the VAT number is valid, the customer is automatically marked as tax exempt.
***
## Archiving Customers
### 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
### 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
### Reactivate a Customer
1. Navigate to the archived customer's profile
2. Click **Reactivate Customer**
3. Confirm reactivation
4. Customer returns to Active status
***
## 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
This creates an actual session as the customer. Be careful not to modify their data unintentionally.
***
## Related Documentation
Learn more about customer notes and best practices
Managing tax-exempt customers
What your customers see in their portal
Organizing customers with tags