> For the complete documentation index, see [llms.txt](https://docs.saaster.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.saaster.io/fundementals/administration/sales/customers.md).

# Customers

A comprehensive tool is available for system administrators to manage the customers:

* Data of customers
* Users of customers
* Invoices of customers
* Plans of customers
* Modules of customers

## Data of customers

Click the Edit button to edit the customer's data:

<figure><img src="/files/NlzLMRa3qBJF0CylcRKi" alt=""><figcaption></figcaption></figure>

For more details, click the company name:

<figure><img src="/files/szqke2a3x03PfoKR2lGS" alt=""><figcaption></figcaption></figure>

## Users of customers

When you opened the details of a company, click the register `Users` to view and edit a user:

<figure><img src="/files/7Db69c8r3eMTzpVdDs3t" alt=""><figcaption></figcaption></figure>

You can only edit the salutation, first name, surname and email address.&#x20;

{% hint style="info" %}
Changing an email address does not trigger a confirmation email. Users may not be able to log in if they are not aware of the change of address.
{% endhint %}

## Invoices of customers

Click the register `Invoices` to view and edit an invoice:

<figure><img src="/files/myDD3cjr8aSgD3AtA5Px" alt=""><figcaption></figcaption></figure>

You have more options by clicking to the button `Action`:

* Add a new invoice for this customer
* Edit an existing invoice
* Print an existing invoice
* Send the invoice to the customer by e-mail
* Delete an existing invoice

## Plans of customers

Click the register `plans` to view and edit the customer’s plan:

<figure><img src="/files/omiWa9GBUlRitHpdoKmJ" alt=""><figcaption></figcaption></figure>

In this tab you have the option to book, downgrade or upgrade a plan for the corresponding customer. Each available plan is displayed in a box. The button `Action` contains various options depending on the status of the plan:

#### **Activate now (free)**

The plan is activated immediately without charging an amount

#### **Activate the test time (xx days)**

Activate the plan with test time. Depending on how many test days you have given to the plan, the client can test for as long as they want.

#### **Make invoice for monthly cycle ($ xx)**

You can create an invoice for the customer first, which he then must pay. Only after the invoice is defined as "paid" the plan is activated.

#### **Make invoice for yearly cycle ($ xx)**

You can create an invoice for the customer first, which he then must pay. Only after the invoice is defined as "paid" the plan is activated.

#### **Edit period**

In the case of a plan that has already been booked, it is possible to change the term/period.

#### **Cancel at expiry date**

Cancel the booked plan at the expiry date.

#### **Withdraw plan**

Withdraw and delete the plan. Any credit balance will not be reimbursed and will also be deleted.

## Modules of customers

Click the register `modules` to view and edit the customer’s modules:

<figure><img src="/files/FvMSg9btC6uVYKryXXlB" alt=""><figcaption></figcaption></figure>

In contrast to the plans, the client may have activated several modules. Here you can manage the modules.

#### **Activate now (free)**

The module is activated immediately without charging an amount

#### **Activate the test time (xx days)**

Activate the module with test time. Depending on how many test days you have given to the module, the customer can test for as long as they want.

#### **Make invoice for monthly cycle ($ xx)**

You can create an invoice for the customer first, which he then must pay. Only after the invoice is defined as "paid" the module is activated.

#### **Make invoice for yearly cycle ($ xx)**

You can create an invoice for the customer first, which he then must pay. Only after the invoice is defined as "paid" the module is activated.

#### **Edit period**

In the case of a module that has already been booked, it is possible to change the term/period.

#### **Cancel at expiry date**

Cancel the booked module at the expiry date.

#### **Withdraw plan**

Withdraw and delete the module. Any credit balance will not be reimbursed and will also be deleted.