Client Details

What the Client Details page is for

The Client Details page is the per-customer cockpit. It pulls everything tied to a single account — services, billing documents, orders, tickets, email history, credits, saved payment methods, team members, notes, SSH keys, and an activity trail — into one screen so support and billing staff can answer a customer's questions without jumping between pages. The header carries the status and account controls, a left sidebar shows the key facts at a glance, and a tab strip on the right segments the heavier data.

How to open it

Go to Clients in the sidebar and click any row in the list. You land on that customer's detail page. The ← Back to Clients link at the top left returns you to the list.

The header and account actions

The header shows the customer's avatar (or their initials), full name, email, and a colored status badge (Active, Inactive, Pending, Suspended, or Terminated). To the right is a row of action buttons:

• Login as Client — opens the customer panel signed in as this user, which is useful for reproducing an issue they reported. This button is disabled for admin-role accounts. Every impersonation session is written to the customer's Activity trail with the staff member's identity.
• Export Report — opens a dialog to generate a single PDF of the account's data (see below).
• Edit — switches the name field and the sidebar Contact, Address, and Account sections into inline edit mode. Save and Cancel buttons replace the action row while editing.
• Reset Password — sets a new password for the account directly.
• Set Inactive — shown only while the account is in Pending status.
• Suspend / Unsuspend / Activate — the middle button changes based on current status. Active accounts show Suspend; suspended or inactive accounts show Unsuspend or Activate.
• Terminate — permanently closes the account.
• Delete (trash icon) — removes the account record entirely. It is hidden for super-admin accounts.

A terminated account replaces the status controls with an “Account Terminated” label, so terminate is effectively a final state from this screen.

Editing the profile

Click Edit, then update any of these fields and click Save:

Field	What it does
First / Last name	Edited inline next to the avatar in the header.
Email, Phone, Company, VAT number	The Contact section of the sidebar becomes editable text fields.
Street, City, Postal code, Country	The Address section becomes editable; Country is a dropdown.
Role	Client, Staff, or Admin. Setting the role to Admin unlocks the Departments controls for super-admins (see below).
Email verified	A checkbox that marks the email as confirmed without the customer clicking a verification link.
VAT exempt	A checkbox that removes tax from this customer's invoices.

Resetting the password

Click Reset Password, type the new password and confirm it, then click Reset Password in the dialog. The password must be at least 8 characters and the two fields must match; the dialog warns inline if either rule fails. The change takes effect immediately.

Suspending, activating, and terminating

• Suspend asks for confirmation and, if the account has active services, suspends those services too. The success message reports how many services were suspended.
• Unsuspend / Activate restores the account (and is the same button that toggles back from a suspended or inactive state).
• Terminate is destructive: it terminates the account and its services. You must type TERMINATE into the confirmation prompt for it to proceed. The result message lists how many services were terminated.

The left sidebar

The sidebar summarizes the account in stacked cards:

• Summary cards — a count of Services, a combined Billing count (invoices plus proformas), and the current Credit Balance.
• Contact — email, phone, company, and VAT number.
• Address — street, city, postal code, and country.
• Account — Role, Email (Verified / Unverified), Two-Factor (Enabled / Disabled), VAT (Exempt / Standard), and the preferred Currency. A Change link next to the currency opens the currency dialog. If the currency is locked, a small “Locked” tag appears.
• Activity — the Joined date and Last login date.
• Departments — shown only when the account's role is Admin and you are a super-admin. It carries a Super Admin toggle (which bypasses all department restrictions) and, when that is off, checkboxes to assign the staff member to specific support departments.

Changing the billing currency

Click Change next to the currency, pick a new currency from the dropdown, and — when the target differs from the current one — choose which existing records to convert. You can tick invoice, proforma, and service statuses individually (for example, convert only unpaid invoices but leave paid ones untouched). Conversions use the current exchange rates. Click Update to apply; the confirmation summarizes how many invoices, proformas, and services were converted.

Converting records rewrites their stored amounts at today's rate. If you only want the customer's future documents in the new currency, leave all the conversion checkboxes empty.

The tabs

The content area on the right is split into tabs, each with a count badge:

Tab	What it shows
Services	Service, Hostname, Due Date, Amount, and Status columns. Hourly services show “Credit based” instead of a due date.
Billing	A combined list of proformas and invoices with Document, Type, Date, Due Date, Total, and Status columns.
Orders	Order number, Date, Product, Total, and Status.
Tickets	Ticket number, Subject, Department, Date, Priority, and Status, plus an Open Ticket button.
Emails	Every message the platform sent this customer — Date, Subject, Event, and Status — with a View button that opens the rendered email.
Credits	The current balance, credit actions, and the full transaction history.
Payment Methods	The customer's saved cards and other methods, with gateway, type, status, last-used, and added dates.
Users	Team members attached to the account.
Notes	Internal staff notes — you can pin and edit them.
SSH Keys	SSH public keys on the account, installed on the customer's dedicated servers when an operating system is (re)installed.
Activity	An audit timeline scoped to this customer, with a Login History button.

Services tab

Each row links to the full service detail. A Hide terminated / cancelled toggle filters out closed services. Tick the checkboxes in the first column to act on several at once: when at least one selected service is Active, a Generate Invoice button appears to create renewal invoices for them; a Delete button removes the selected services after confirmation.

Billing tab

The New Document button opens a dialog to create an invoice or proforma for this customer. Tick rows to reveal bulk actions: Mark as Cancelled cancels the selected documents, and Delete Selected removes them. Proformas are tagged orange and invoices green so you can tell them apart at a glance.

Credits tab

The balance is shown large at the top with three actions:

• Add Credit — manually increases the balance. Enter an amount and a required reason, then confirm.
• Remove Credit — manually decreases it. A warning appears if the amount exceeds the current balance. A reason is required.
• Generate Deposit — creates a proforma the customer can pay to top up their balance. You set the amount, an optional due date (defaults to 7 days out), and optional notes. The credit is applied automatically once the proforma is paid.

Below the actions is the full transaction history (Date, Type, Description, Amount, Balance) with an Export PDF button. Deposits show in green with a plus sign; deductions show in red. Hourly billing charges for a month are grouped into one row with a “View hours” button that expands the per-hour breakdown. Each manual transaction has a trash icon to delete it.

The Credit Balance card in the sidebar and the balance at the top of the Credits tab are the source of truth for a customer's prepaid funds. Every adjustment requires a reason, so the history stays auditable.

Payment Methods tab

Lists the methods the customer has saved, including a Default badge, card expiry (highlighted red when expired), the gateway name, status, and when each was last used. The trash icon removes a saved method after confirmation.

Notes and SSH Keys tabs

The Notes tab is for internal staff comments that the customer never sees; you can write, edit, pin, and delete notes. The SSH Keys tab lets you add a named public key (paste the key text and give it a name) or remove one; these keys are installed on the customer's dedicated servers during an OS install or reinstall.

Exporting an account report

Click Export Report in the header to open the data-export dialog. Tick which sections to include — Personal info, Address, Login history, Payment methods, Invoices, Payments, Credits, Services, Orders, Tickets, and Activity — or use Select all. Click Export PDF to download a single document. This is handy for fulfilling a customer's data-access request.

Tips and gotchas

Tab state is shareable. The active tab is stored in the page address, so you can bookmark or send a link straight to, say, a customer's Billing or Credits tab.

Login as Client is logged. Impersonation is recorded on the Activity tab with your identity, so it is never silent.

Suspending cascades to services. Suspend and Terminate also act on the customer's services — check the success message to confirm how many were affected.

Related

Clients, Resellers, Referrals, Service Details