# 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 , then press **Customers**.
3. In the top right of the screen, press **Add customer**.
4. In the **ID** field, enter a unique ID for the customer.
5. In the **Website ID** dropdown, select a website to associate with the customer.
6. In the **First name** and **Last name** fields, enter the customers name.
7. In the **Organization** field, enter the name of the customer's organization.
8. In the **Job title** field, enter the customers job title.
9. In the **Date of birth** field, enter the customers date of birth.
10. In the **Address line 1**, **Address line 2**, **City**, **Country**, **Region**, and **Postal/ZIP** code fields, enter the customers address.
11. In the **Phone number** field, enter the customers 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**.
12. In the **Email** field, enter the customers 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**.
13. 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 for customer subscriptions. 
Autopay is a feature that automatically collects payment from a customer on the renewal date of a subscription using the customer's default payment instrument. You can also set a default payment instrument when creating an order 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 a subscription](/docs/data-tables/manage-subscriptions#add-a-default-payment-instrument-to-a-subscription), and [Manage autopay](/docs/data-tables/manage-autopay).
14. 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**.
15. 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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the **Timeline** section, select from the following:
Tag a user or Rebilly Support  1. In the text input field, press .
  2. In the dropdown, select a user or Rebilly Support.
  3. Press **Return** or **Enter** on your keyboard.
Add an attachment  1. In the text input field, press , select a file, then press **Open** or **Attach**.
  2. Enter a description, then press **Return** or **Enter** on your keyboard.
Link a customer or transaction  1. In the text input field, press , in the dropdown, select **Customers** or **Transactions**.
  2. Select a transaction or customer, then press **Return** or **Enter** on your keyboard.
Add a note  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 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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the screen, press , then press **Block customer**.
5. In the **Blocklist type** dropdown, select a blocklist type. 
For more information, see [Blocklist attributes](/docs/automations/blocklists#blocklist-attributes).
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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the screen, press , then press **Edit customer**.
5. Edit the customer's information, then press **Save**.


## Export customer data

Use this process to export data that is contained in 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 , then select **Customers**, **Payments**, or **Billing**.
3. Optionally, select which columns to include in the export:
  1. In the top right of the screen, press .
  2. Add or remove columns, then press **Apply**.
4. Optionally, arrange the order of the columns in the export:
  1. In the top right of the screen, press .
  2. Drag columns to arrange their order, then press **Apply**.
5. In the top right of the screen, press **Export**, then press **Export as CSV**. When the reported is generated, a notification is displayed in the top right of the page.
6. In the top right corner of the page, press , then press the file to download.


## View or edit customer lead source information

Use this process to edit or view the lead source information that is associated with a customer.

A lead source is the marketing campaign that was responsible for the customer's interaction, or a sale or 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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the screen, press , 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, 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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the **Tax ID numbers** section, select from the following:
  - Add a new tax ID number: Press **Add tax ID number**.
  - Delete a tax ID number: On the right of a tax ID number, press , then press **Delete**.
  - Set a default tax ID number: On the right of a tax ID number, press , then press **Set as default**.


## 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 , 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 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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the screen, 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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. Turn on the **Display segments** toggle, and select from the following:
View a customer's payments transactions  1. Press **Payments**, then press a segment.
  2. In a table, press a transaction ID or customer ID. 
Use this screen 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).
View a customer's billing information  1. Press **Billing**, then press a segment.
  2. In the table, press **ID**, or **Invoice number**. 
Use this screen to: edit an invoice; cancel, pause, or resume an order; update a renewal date, redeem a coupon, download or email an invoice, view upcoming invoices, and more. For information, [Billing](/docs/data-tables/manage-billing).
View log data  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 , then press **Customers**.
3. In the **Name** column, press a customer's name.
4. In the right of the screen, in the **Customer details** section, view the customer's ID, address, and primary contact information.


## View a customer's orders

Use this process to view a customer's active, upcoming, pending, and past subscriptions.

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


## 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 , then press **Leads**. \
3. In the **Name** column, press a lead's name.
4. In the right of the screen, in the **Customer details** section, view the lead's ID, address, and primary contact information.