View Customer Details

Screen Actions

The buttons in the top right corner are used to:

• Edit Customer:  Edit/update the customer address or account details.

• Disable Customer:  Disable the customer account. 

Note:  You cannot disable the customer account if they have open bookings, account credits or a positive account balance.

• View Changes:  View a list of changes made to the customer account. 

• View Account Statement:  View the customer's account statement in an HTML report or download it to excel.

The following actions are located under the More Actions menu:

• Email Account Statement:  Email your customer a copy of their account statement.

• SMS Statement: Send your customer a copy of their account statement by SMS (text message).

• Add Payment To Account:  Add a payment to the customer account.

• Add Credit Memo To Account:  Add a credit to the customer account.

• Add Booking:  Add a booking directly from the customer details screen. 

• Quick Booking: Add a quick booking directly from the customer details screen, skipping over the add/edit booking dialogue. 

• View File Attachments:  Attach important files to the customer account. The file attachments can be viewed at any time.

• Add/Edit Geolocation:  Add or edit the customer's geolocation.

• Customer Tags: Manage customer tags that are assigned to this customer. 

• Send Partner Request: Send a partner request to this company on the Seedtrakr network (

The Customer Details Screen consists of seven tabs: 

• Bookings:  View a list and summary of bookings for the customer. You will see all of the bookings that have been added for the customer. If you click on the summary link the system will take you directly to the booking.

• Pre Payments:  View all pre payments added to the customer account. If you click on the Pre Payment amount link, you will be presented with a list of invoices to which the pre payment was applied. 

• Active Pickups: View all of your booking pickups. One booking can have multiple pick ups.

• Invoices: View a list of invoices generated for the customer.

• Payments:  View a list of payments added to the customer account. If you click on the payment amount link, you will be presented with a list of invoices to which the payment was applied. 

• Credits:  View a list of credits added to the customer account. If you click on the credit amount link, you will be presented with a list of invoices to which the credit was applied. 

• Account Transactions:  View a list of all account transactions by date. You will see all debits and credits to the account followed by the updated balance.