A customer is automatically created by RevCent when an initial sale is submitted. Previously created customers’ future sales are automatically detected by RevCent, using the customers’ email, and assigned to the existing customer.

You can also create a customer manually in the web app using the Create A Customer page.

View Customers

View all customers by clicking the Customers > All Customers on the sidebar or go to https://revcent.com/user/customers

View Customer Details

View a customers’ details by searching for the customer in the top navigation search box, or clicking on the customer ID when viewing all customers. When searching for a customer you can search by either name, email, address or customer ID.

The customer details page will display all related entities of the customer, i.e. sales, shipping, etc.

Create A Sale For A Customer

You can create a sale for an existing customer by clicking the Create A Sale button. This will forward you to the Create A Sale page in the web app will customer pre-filled information.

Edit A Customer

If you wish to modify a customers’ details, click the Edit button and you will be forwarded to the Edit A Customer page.

Disable A Customer

If you wish to disable a customer, click the Disable button.

Delete A Customer

If you wish to delete a customer, click the Delete button.

Add Credit Card

Add a credit card to an existing customer by clicking Add Credit Card in the Payment Methods panel on the customer details page. See Customer Payment Methods.

Create A Customer

Manually create a new customer by clicking New customer when viewing all customers or go to https://revcent.com/user/new-customer.

Campaign

Select a campaign to associate with the new customer. Required.

Customer

Complete the customer fields, including name, email, and contact information.

Credit Card

Under Payment, click Add credit card if you want to add a card when creating the customer. Optional.

Bill To

Click Add billing information if the billing details differ from the customer’s information. Optional.

Internal Customer ID

An optional internal ID for a customer that may exist in a separate system. Optional.

Edit A Customer

You can modify the customer’s information on the edit page. When viewing a customer’s details, click Edit. The form is pre-filled with the customer’s existing information. Make any necessary changes and save the form.