Common Workflows {#vas-smb-cust-common-workflows}
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Frequently used workflows for efficient customer management.

Repeat Customer Checkout
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1. Search for customer in the list.
2. Click Take a payment from the Actions menu.
3. Enter amount and process transaction.

Updating Expired Card
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1. Open customer details page.
2. Find the expired card in Payment methods.
3. Click three-dot menu and select Edit.
4. Update card number and expiration date.
5. Save changes.

Adding a New Shipping Location
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1. Open customer details page.
2. In Shipping addresses section, click Add shipping address.
3. Enter complete address.
4. Save the new address.
5. Can set as default if it's the primary location.