API Overview

Introduction & Getting Started
- Customers
- Accessing Customers
- Key Benefits

Working with Customers
- About the Customer List
- Searching for Customers
- Sorting the Customer List
- Adjusting Pagination
- Adding a New Customer
- About the Customer Details Page
- Opening Customer Details
- About Quick Actions
- Deleting a Customer Profile from the List

Managing Customer Information
- Editing Customer Details
- About Payment Methods
  - Adding a Payment Method
  - Editing a Payment Method
  - Setting a Default Payment Method
  - Deleting a Payment Method
- About Shipping Addresses
  - Adding a Shipping Address
  - Setting a Default Shipping Address
  - Editing Shipping Addresses
  - Deleting a Shipping Address
- Best Practices for Data Management

Customer Actions & Workflows
- Taking a Payment
- Creating a Subscription
- Deleting a Customer Profile
- Common Workflows

On This Page

About Quick Actions

Available quick actions for each customer from the customer list.

Actions Menu

Each customer row has a three-dot menu providing quick access to:

View details: Open the customer's full profile with customer details, payment methods and shipping addresses.
Take a payment: Process a payment for this customer.
Create subscription: Set up recurring billing.
Delete customer profile: Remove the customer with confirmation pop up message.

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