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Update a customer's status

Change a customer's status from the Customers page or from their profile.

Written by Nick

Change a customer's status when their situation changes, for example to suspend a customer while you look into their account. For what each status means, see Customer statuses.

From the Customers page

  1. Go to Customers.

  2. Click ⋯ next to the customer and choose Update customer status.

  3. Pick the new status and click Save changes.

From the customer's profile

  1. Go to Customers and click the customer to open their profile.

  2. Under Customer details, click the pencil next to Status.

    Customer profile with the Status row and its edit pencil highlighted
  3. Pick the new status and click Save changes.

The new status shows right away on the Customers page and in the partner's profile.

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