Client Profile
Everything about one client on a single page — orders, invoices, tickets, balance, and activity.
Overview
Before a call, this is the page to open. It answers what they’ve bought, what they owe, what’s outstanding on support, and what’s happened recently — without opening four modules.
What’s On the Page
Profile details
Name, email, phone, address, company, tax ID
Total spent
Lifetime value of the account
Account balance
Wallet credit available to spend
Orders
Every order this client has placed
Invoices
Paid, unpaid, and refunded
Tickets
Support history for the account
Activity feed
Recent events across the account
Change history
Full change log with per-entry detail
Route:
Sign in as client: open their portal exactly as they see it — useful for reproducing a problem they’ve reported.
/clients/:id · history at /clients/:id/historySign in as client: open their portal exactly as they see it — useful for reproducing a problem they’ve reported.
Tips & Best Practices
Check unpaid invoices here before starting new work — it’s the cheapest credit control you’ll ever do.