Customers
Manage your customer details, view customer history, and user Customer Portal
12 articles
- Vehicle Management & VIN DecoderEasily decode VINs to pull make, model, year, and engine details automatically for accurate record keeping.
- Automatic Late Fees on Overdue InvoicesHow ShopView charges late fees automatically on overdue invoices, including the grace period, the monthly cycle, how the amount is calculated, and what the feature does not currently do.
- Customer PortalThis guide walks you through setting up and using the ShopView Customer Portal - from enabling access for customers, to understanding how invoices, approvals, and notifications work.
- Customer OverviewThis article walks through each section of the customer profile in detail so you understand what information is stored where, what the tabs do, and how they connect to other…
- How can I manage and update customer and email information in ShopView?
- How to Add Credit for a Customer
- How to Pay Your Invoice OnlineShopView CUSTOMER PORTAL GUIDE How to Pay Your Invoice Online A simple step-by-step guide for viewing invoices, choosing a payment method, and completing payment securely through the ShopView Customer Portal.
- Setting up a Payment TerminalReset & Pairing Instructions for your Stripe S700 Terminal
- Take in-person card payments with ShopPay TerminalsShopPay Terminals lets you collect in-person card payments at your shop using Stripe Terminal readers. You can register readers by location, take payments directly from invoice pages, and keep terminal…
- What are the payment processing fees in ShopView?
- How to ensure updated customer addresses appear on invoices in ShopView?
- How to Refund a Payment Made Through the Customer Portal (ShopPay / Stripe)How to process a refund for an invoice or Part Sale that was paid through the Customer Portal, including topping up your Stripe balance when refunds show "Available balance for…