# Manage customer information

This topic describes how to manage and view customer information.

## Add a customer

Use this process to add or create new customers.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the top right of the page, press **Add customer**.
4. In the **ID** field, enter a unique ID for the customer.
5. Optionally, to associate a person with the customer account when the individual has more than one account: In the **Person ID** field, enter the individual's unique ID or customer ID. 
To help identify a person and manage their accounts, associate multiple customer accounts with one person ID.
To view AML screening history for a person ID, see [AML audit reports](/docs/reports/aml-reports#view-aml-audit-reports).
6. In the **Website ID** dropdown, select a website to associate with the customer.
7. In the **First name** and **Last name** fields, enter the customer's name.
8. In the **Organization** field, enter the name of the customer's organization.
9. In the **Job title** field, enter the customer's job title.
10. In the **Date of birth** field, enter the customer's date of birth.
11. In the **Address line 1**, **Address line 2**, **City**, **Country**, **Region**, and **Postal/ZIP** code fields, enter the customer's address.
12. In the **Phone number** field, enter the customer's phone number. 
To add multiple phone numbers, press **Add phone number**. 
If more than one phone number is added, to set a primary phone number, select **Make primary**.
13. In the **Email** field, enter the customer's email address. 
To add multiple email addresses, press **Add email address**. 
If more than one email address is added, to set a primary email address, select **Make primary**.
14. In the **Default payment instrument** section, select a payment instrument to associate with the customer and enter the details of the payment instrument.
The default payment instrument is used for autopay on customer orders that contain subscription items. 
Autopay collects payment automatically from a customer on the renewal date of an order that contains subscription items, using the customer's default payment instrument.
You can also set a default payment instrument when creating or editing an order.
For more information, see [Create an order](/docs/data-tables/manage-customer-payments-and-billing#create-an-order), [Add a default payment instrument to an order](/docs/data-tables/manage-subscriptions#add-a-default-payment-instrument-to-an-order), and [Manage autopay](/docs/data-tables/manage-autopay).
15. Optionally, to use the payment instrument as a backup payment method if the primary payment instrument is declined: Select **Allow use as a backup method**.
16. At the bottom of the page, press **Save customer**.


## Add a note, attachment, or tag to customer activity

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the **Timeline** section, select from the following:
  1. In the text input field, press **Tag user**.
  2. In the dropdown, select a user or Rebilly Support.
  3. Press **Return** or **Enter** on your keyboard.

  1. In the text input field, press **Attach a file**, select a file, then press **Open** or **Attach**.
  2. Enter a description, then press **Return** or **Enter** on your keyboard.

  1. In the text input field, press **Link to a customer or transaction**, in the dropdown, select **Customers** or **Transactions**.
  2. Select a transaction or customer, then press **Return** or **Enter** on your keyboard.

  1. In the text input field, enter a message.
  2. Press **Return** or **Enter** on your keyboard.


## Block a customer

Use this process to manually block a customer from buying from you.
For more information, see [Blocklists](/docs/automations/blocklists).

To automatically blocklist a customer when specific events occur, see [Automated blocklists](/docs/automations/blocklists#automated-blocklists).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the page, press **Manage customer**, then press **Block customer**.
5. In the **Block attribute** dropdown, select a blocklist type. 
For more information, see [Blocklist types](/docs/automations/blocklists#blocklist-types).
6. Press **Save**.


## Edit customer information

Use this process to edit a customer's information.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the page, press **Manage customer**, then press **Edit customer**.
5. Edit the customer's information, then press **Save**.


## Export customer data

Use this process to export data from a data tables segment to a CSV file.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then select **Customers**, **Payments**, **Billing**, or **KYC & AML**.
3.   1. In the top right of the page, press **Edit columns**.
  2. Add or remove columns, then press **Apply**.
4.   1. In the top right of the page, press **Edit columns**.
  2. Drag columns to arrange their order, then press **Apply**.
5. In the top right of the page, press **Export**, then press **Export as CSV**. 
When the report is generated, a notification is displayed in the top right of the page.
6. In the top right corner of the page, press **Alerts**, then press the file to download.


## View or edit customer lead source information

Use this process to edit or view the lead source information of a customer.

A lead source is the marketing campaign that is responsible for a customer interaction, a sale, or a trial.
This metadata is added to the customer's information, and contains common attributes from Google Analytics and affiliate tracking applications.

Rebilly automatically captures lead source attributes from the payment form web address when a payment completes, and stores this data in the customer record.
For information on how to set this up, see [Lead sources](/docs/dev-docs/lead-source-attribution).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the page, press **Manage customer**, then press **Edit lead sources**.
5. Edit the form, then press **Save**.


## Manage customer tax ID numbers

Use this process to manage a customer's tax ID numbers.
As a merchant, you may need to display a customer's tax ID number on invoices you issue.
This process describes how to add tax ID numbers that are displayed on customer invoices, and also how to delete a tax ID number, or set a default tax ID number.
For more information on managing taxes, see [Taxes](/docs/settings/taxes).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the **Tax ID numbers** section, select from the following:
Press **Add tax ID number**.
On the right of a tax ID number, press **Actions**, then press **Delete**.
On the right of a tax ID number, press **Actions**, then press **Set as default**.


## Manage notification emails

Use this process to add, edit, or remove email addresses that are used for event-based email notifications.
When you configure [event-based email notifications](/docs/automations/email-notifications#create-event-based-email-notifications), you can select these addresses in the **To**, **CC**, or **BCC** fields by choosing the `{{ customer.notificationEmails }}` placeholder, the `{{ customer.primaryAddress.emails.0.value }}` placeholder, or entering an email address.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the **Notification emails** section, select from the following:
  1. Press **Edit**.
  2. Press **Add an email address**.
  3. In the email field, enter an email address.
  4. Press **Save**.

  1. Press **Edit**.
  2. In the email field, update the email address.
  3. Press **Save**.

  1. Press **Edit**.
  2. On the right of the email address, press **Delete**.
  3. Press **Save**.


## Merge duplicate customer entries

Use this process to merge duplicate customer entries into one entry.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. On the left of the **Name** column, select the checkbox beside the duplicate customer entries.
4. At the top of the table, press **Merge** **Merge duplicate customers**.


## Tag a customer

Use this process to organize and categorize customers based on keywords.
To create a segment based on tagged customers, or to filter based on tags, see [Create a new segment](/docs/settings/segments#create-a-new-segment).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the page, press **+ Add tag**.
5. Enter a tag name, then press **Apply**.


## View customer activity

Use this process to view customer specific information and activity, such as: payment, billing, and log data from the customer detail page.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the top left of the page, press **Segments**.
  1. Press **Payments**, then press a segment.
  2. In a table, press a transaction ID or customer ID. 
Use this page to: view payment status, view risk analysis information, view the payment instrument, query the gateway, dispute the payment, and more.
For information, see [Payments](/docs/data-tables/manage-payments).

  1. Press **Billing**, then press a segment.
  2. In the table, press **ID**, or **Invoice number**. 
Use this page to edit an invoice, or to cancel, pause, or resume an order with subscription items.
You can also update the renewal date, redeem a coupon, download or email an invoice, or view upcoming invoices.
For information, see [Billing](/docs/data-tables/manage-billing).

  1. Press **Logs**, then press a segment.
  2. In the table, press a log entry to inspect the API interaction.
Logs include: date and time of the interaction, request, and response information.
For more information, see [Manage logs](/docs/data-tables/manage-logs).


To add or manage segments, or to apply or edit filters on a segment, see [Segments](/docs/settings/segments).

## View customer details

Use this process to view a customer's details, such as: customer ID, contact information, and address.
A customer is an individual or entity who has made one or more payments.
An individual or entity who has not made a payment yet is a lead.
For more information on leads, see [View lead details](#view-lead-details).

To view a customer's payment, billing, and log data, see [View customer activity](#view-customer-activity). 
To edit a customer's information, see [Edit customer information](#edit-customer-information).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the page, in the **Customer details** section, view the customer's ID, address, and primary contact information.


## View available credit balance

Use this process to view unallocated credit memo amounts for a customer, grouped by currency.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. On the right of the page, in the **Available credit balance** section, view the unallocated credit memo amounts, grouped by currency. 
To open related credit memos, press a balance amount.
For more information, see [Manage credit memos](/docs/data-tables/manage-credit-memos).


## View customer custom fields

Use this process to view custom field values for a customer.

Custom fields store information that is not available in the standard fields.
For example, you can create a custom field on the customer resource to record whether a customer opts in to marketing emails.
To create and manage custom fields, see [Custom fields](/docs/settings/custom-fields).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. On the right of the page, in the **Custom fields** section, view each field label, name, and value. 
The label is a readable form of the field name. 
The name is the value used in the API and in filters.


## View a customer's orders

Use this process to view a customer's active, paused, pending, past, and one-time orders.

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, then press **Customers**.
3. In the **Name** column, press a customer's name.
4. On the right of the page, **Active orders**, **Pending orders**, and **Past orders** are displayed. 
To interact with a subscription item, press **Actions**.


## View lead details

Use this process to view a lead's details, such as: lead ID, contact information, and address.
A lead is an individual or entity who has not made any payment yet.

A customer is an individual or entity who has made one or more payments.
For more information on customers, see [View customer details](#view-customer-details).

1. [Log in](https://app-sandbox.rebilly.com/login) to Rebilly.
2. In the left navigation bar, press **Data tables**, press **Customers**, then press **Leads**. \
3. In the **Name** column, press a lead's name.
4. In the right of the page, in the **Customer details** section, view the lead's ID, address, and primary contact information.