Customer

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Overview

Customers are a core resource within Clink, representing your real-world clients. Each customer profile contains essential information including personal details, billing information (including payment methods), and tax data.

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Customer Management

A customer record is required for all purchases and subscriptions. When a customer doesn’t exist in the system, Clink can automatically create one using the information you provide.

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Creating a Customer

To create a customer through the dashboard:

1. Navigate to the Customers tab
2. Click the Add button
3. Complete the required profile information:
   1. Customer name
   2. Email address
4. Click Save to create the customer record

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Editing Customer Information

To update customer details:

1. Go to the Customers tab
2. Find the customer using their customer ID or email address
3. Click to open their profile page
4. Click the Edit button in the top-right corner
5. Make your desired changes
6. Click Confirm to save the updates

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Deleting a Customer

To delete a customer:

1. Open the customer’s profile page
2. Click the Delete button in the top-right corner

Note: Deleting a customer will:

• Cancel all active subscriptions
• Preserve historical payment records and invoices
• Not affect past transaction data

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Customer Data

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Profile Information

The customer profile includes:

• Billing address (if not provided, the address used during checkout becomes the default)
• Language preference (affects email communications and invoice language)

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Payment History

View a comprehensive list of the customer’s payment attempts. Click any record to view detailed transaction information.

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Payment Methods

Displays a list of the customer’s active and valid payment methods. For PCI compliance, only limited payment method details are visible.

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Subscriptions

Shows all customer subscriptions and associated invoice data. Click any subscription to view detailed subscription information.