Customers and payments
What this does
Keep customer history, payments, and balances due together.
Why it matters operationally
Scattered records make it easy to miss a payment or lose track of what happened.
Current feature scope
- Customer profiles
- Purchase history
- Notes and tagsBeta
- Loyalty tracking supportBeta
- Basic customer insights
Beta constraints
- Notes/tags and loyalty support are beta-scoped claimsBeta
- Store accounts are merchant recordkeeping, not a consumer financial productBeta