Customer Dashboard Information

Select or Adjust Customer Subscription Days Preferences
Use this feature to select or change a Customer's subscription day preferences.  1. Search for the Customer 2. Scroll to Subscription Day Prefer...
Tue, 2 Jun, 2020 at 2:59 PM
Create a New Subscription Order for a Customer
Use the Create Order Wizard to create a new Subscription Order for an existing customer.  1. Search for the Customer 2. Scroll to Customer Orders se...
Thu, 4 Jun, 2020 at 12:31 PM
Create a New A la Carte Order for a Customer
Use the Create Order Wizard to create a new A la Carte Order for an existing customer.  1. Search for the Customer 2. Scroll to Customer Orders sect...
Thu, 4 Jun, 2020 at 12:51 PM
Customer Dashboard: Invoice Tab Overview
Use the Invoice Tab within the Customer Dashboard to navigate payment methods and history. 1. Search for the Customer 2. Click the Invoice Tab at th...
Wed, 10 Jun, 2020 at 11:24 AM
Process Payment for a Customer's Order
1. Search for the Customer 2. Click the Invoice Tab at the top of the Customer's Dashboard 3. Click the Pay Button  4. Insert Informatio...
Thu, 11 Jun, 2020 at 12:02 PM
View Order History or Print an Order Invoice
1. Search for the Customer 2. Click the Invoice Tab at the top of the Customer's Dashboard 3. Click the History or Print Button
Thu, 11 Jun, 2020 at 12:09 PM
Add a Payment Method for Customer
1. Search for the Customer 2. Click the Invoice Tab at the top of the Customer's Dashboard 3. Next to Payment Methods, Click Add New  4. Input...
Thu, 11 Jun, 2020 at 12:17 PM
View Transaction History
1. Search for the Customer 2. Click the Invoice Tab at the top of the Customer's Dashboard 3. Scroll down to Click Transaction Tab
Tue, 7 Jul, 2020 at 6:48 AM
View Order and Payment History
1. Search for the Customer 2. Click the Invoice Tab at the top of the Customer's Dashboard 3. Scroll Down to Select Order and Payment History 
Tue, 7 Jul, 2020 at 6:50 AM
View Future and Past Deliveries
1. Search for the Customer 2. Click the Deliveries Tab at the top of the Customer's Dashboard 3. View Future Deliveries or Past Deliveries
Tue, 7 Jul, 2020 at 8:22 AM