Customer Account Management

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."

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."

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

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

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

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

This section includes comprehensive contact details for the customer.

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."