What Is a Client?
A client is the primary account entity in Commerce. Every purchase, invoice, domain, ticket, and service belongs to a client. A client may represent an individual or a company and can have multiple sub-contacts with separate login credentials.
Client Record Contents
Each client record holds:
| Category | Details |
|---|---|
| Profile | Full name, company, address, country, phone, tax ID |
| Billing | Default currency, credit balance, billing address |
| Contacts | One or more logins with role-based access |
| Services | All product subscriptions (active, suspended, cancelled, terminated) |
| Invoices | All billing history |
| Orders | All placed orders |
| Domains | All registered or transferred domains |
| Tickets | All support tickets |
| Notes | Staff-only internal notes |
| Custom fields | Admin-defined extra fields |
| Activity log | Timestamped log of all changes and logins |
Client List
The client list is at Admin → Clients (/admin/clients).
Searching and Filtering
| Control | Options |
|---|---|
| Search | Name, company name, or email address (partial match) |
| Filter by group | Any admin-defined client group |
| Filter by status | Active, Suspended, Inactive |
| Sort | Name, join date, last login |
Client List Columns
| Column | Description |
|---|---|
| Name | Client full name (or company name if set) |
| Primary login email | |
| Group | Assigned client group badge |
| Services | Count of active services |
| Outstanding | Total of all unpaid invoices |
| Last login | Timestamp of last authenticated session |
| Status | Active / Suspended |
Client Summary Panel
Clicking a client in the list opens their record. The top of the record shows a summary panel:
- Active services count
- Outstanding invoice total
- Credit balance
- Client tags (colour-coded)
- Sticky notes (if any) — highlighted in yellow
Staff Impersonation (Login as Client)
Staff can impersonate a client from the client record by clicking Login as Client. This opens a new browser session logged in as the client — allowing staff to see exactly what the client sees, troubleshoot UI issues, or place an order on their behalf.
[!IMPORTANT] Impersonation sessions are logged in the activity log with the staff member's name. Use impersonation responsibly and only when necessary for support purposes.
To end an impersonation session, the staff member can either close the tab or click Return to Admin from the impersonation banner at the top of the portal.
Client Record Tabs
| Tab | Contents |
|---|---|
| Overview | Summary, recent activity, sticky notes |
| Services | Full services list for this client |
| Invoices | All invoices |
| Orders | All orders |
| Domains | All domains |
| Tickets | All tickets |
| Contacts | Sub-contacts and their roles |
| Notes | Staff notes (append-only) |
| Credits | Credit balance and transaction history |
| Custom Fields | Admin-defined extra field values |
| Activity Log | Full timestamped event log |
Quick Actions (Client Record)
From the client record header, staff can quickly:
- New Invoice — create a manual invoice for the client
- Add Credit — add an amount to the credit balance
- Suspend All Services — suspend all active services immediately
- Login as Client — start an impersonation session