Customer Account Management

Overview

The customer hub within the Peak platform provides customers with direct access to their personalized portal. Through this portal, customers gain the ability to efficiently manage their accounts and subscriptions. Upon logging in, the first tab visible to customers is labeled "My Account."

Admin Access to Customer Portal

Within the Peak platform, administrators possess the capability to view a customer's portal. To access this feature, administrators should navigate to the Users section. Upon locating the desired customer, click on Actions > "Login as Customer."

Elements of the Account Page

Account Summary

This section presents a summary of the customer's account details, including:

• Name

• Account Number

• Account Balance

• Credit Balance

• Last Payment

• Last Payment Date

• Last Invoice Date

Invoice History

Displayed in a tabular format, this section provides a comprehensive overview of previous transactions. Each invoice is accompanied by options to view it as a PDF.

• Invoice Number

• Invoice Date

• Due Date

• Invoice Amount

• Invoice Balance

Payment Methods

This section lists all payment methods associated with the customer's account.

Payment History

This section presents a detailed history of all payments made by the customer.

Contact Information

This section includes comprehensive contact details for the customer.

Managing Customer Permissions

To regulate the visibility and actions permitted for customers on the account page, administrators can adjust settings at the profile level. For detailed guidance on these settings, please refer to the article "Profile: My Account."