Manage Customers

Managing your customers is central to your business operations. This section allows you to view, edit, communicate with, and organize your customers efficiently within iBill.io.

Customer List Overview

Customer ID
Name
Phone Number
Email Address
Date Joined
Balance
Services
Tags
Status

Customer List

Filtering and Bulk Actions

Use the filter box in the top right to quickly find customers.
Select multiple customers to enable, disable, delete, edit, or send emails/texts in bulk.

Filter Box

Editing Customer Details

Click the edit icon next to a customer to view and update their full information, including:
Registered date
Services
Account balance
Invoices
Notes, contacts, tags, FX rates, credits, and more
Assign to a reseller
Billing settings (including suspension options)
Location

Edit Customer

Exporting and Adding Customers

Export your customer list as a CSV file.
Add new customers directly from this section.

If you need further assistance, click the support button at the top right of this page.