View the Customer Log

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Bold Net Terms allows you to view a log of all the actions that have taken place on a specific customer's account.

This will show their account balance, orders that have been placed, any refunds that have been provided to them, as well as any payments they have made.

To view the customer log, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Net Terms.

    Select Bold Net Terms

  3. Select Customers.

    Select Customers

  4. Select Edit Customer beside the customer log you want to view.

    Select Edit Customer

  5. Select Customer Log.

    Select Customer Log

  6. From here you're able to view all of the information related your customer's account:

    Customer Log

    • Available Balance: This is how much your customer is currently able to order through their terms account. This is calculated by taking the credit limit and subtracting any outstanding order amounts from this limit.

      Available Balance

    • Credit Limit: The credit limit is the total amount your customer is able to order on their terms account. This is determined when you assign payment terms to a customer.

      Credit Limit

    • Credit Memo: A credit memo is any amount that has been refunded to the customer if you choose to provide refunds this way. Visit Set Your Refund Conditions for more information on this.

      Credit Memo

    • Order: This relates to any order the customer has placed on your site. The amount, as well as the Shopify order number, will be shown in this section. Selecting the order number will redirect you to Shopify's admin to view the order.

      Order

    • Order Payment: Order payments are any funds that you have received from the customer and recorded within Order Manager. Visit Record a Customer Payment for more information on this.

      Order Payment

    • Refund: This will record any refunds that you have provided to the customer if you have chosen to refund it to the customer's account balance. The amount, as well as the Shopify order number, will be listed here. Visit Set Your Refund Conditions for more information on this.

      Refund

    • Ending Balance: The ending balance is the balance available in a customer's term account after an account action has taken place. This is calculated by subtracting any outstanding order amounts from the customer's total credit limit.

      Ending Balance

That's it!

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