Customer records connect purchases, subscriptions, downloads, licenses, invoices, notes, addresses, and WordPress accounts.
View Customers
1. Open AweCommerce, then Customers. 2. Search by name or email. 3. Open the customer record. 4. Review profile. 5. Review linked WordPress account. 6. Review addresses. 7. Review notes. 8. Review orders. 9. Review subscriptions. 10. Review downloads. 11. Review licenses. 12. Review invoices.
Connect A WordPress User
Use this when a customer cannot access the account portal.
1. Open customer record. 2. Find account connection area. 3. Search for the WordPress user. 4. Connect the user. 5. Save. 6. Ask the customer to log out and log back in. 7. Confirm the Account page shows customer data.
Edit Customer Details
1. Open customer record. 2. Edit name, company, or tax details. 3. Save. 4. Confirm future invoices use the correct details.
Manage Addresses
1. Open customer record. 2. Open addresses. 3. Add or edit billing address. 4. Add or edit shipping address if used. 5. Set default address if needed. 6. Save.
Add Customer Note
1. Open customer record. 2. Add note. 3. Keep note factual and support-focused. 4. Save.
Do not store sensitive payment details in notes.
Support Checklist
When helping a customer:
- Confirm email address.
- Confirm WordPress account link.
- Confirm order status.
- Confirm subscription status.
- Confirm access grants.
- Confirm license status.
- Confirm downloads.
- Add a short note documenting the support action.