Balance to customers account
Customers (CRM ) > Customers in the left menu or search for the customer in the search bar.
Choose the customer for which you want to add funds to the balance and click on the Balance tab.
Next fill in the fields Text, Balance type, Balance.
- Text: Enter a reason for the refund, for internal purpose.
- Balance type: Most common type is when a return is made and the option could vary depending on initial setup.
- Balance: Enter the amount you want to credit to customer's account.
Press** Save **to make the balance appear on customer's account.
Once you have saved your progress a log of the added balance will be added in the** Information** box to the right with timestamp when it was created and of who in your organisation made the task as well as why.
Place customer in customer group
Placing customers in a customer group can be done in two different ways. On the customer view for the current customer under Customers or via the import tool. Below is a description of the two different ways.
What does it mean to set a customer as blacklisted?
When a customer is set as **blacklisted**, purchases using that account or email address cannot be completed. The email address will also remain reserved by the blacklisted account, meaning it cannot be used to create a new account.