Customers

The Customers area gives Economy administrators read and financial access to every customer account on the platform. You use this area to review customer accounts, keep their organization and billing information up to date, and manage shared billing accounts.

Accessing Customers

1. Sign in with an Economy administrator account.
2. In the left sidebar, open the CUSTOMERS section.
3. Click Customers.

Customers list

The list shows all customer accounts, including soft-deleted ones. Deleted rows are styled differently and display a DELETED badge in the Status column.

Search

Use the Search field to find customers by organization name, organization number, or customer number. Results update automatically as you type. If nothing matches, a no results message is shown.

Table columns

Pagination shows Showing X–Y of Z results (20 customers per page by default).

Sorting

Open the column header menu (three dots) on sortable columns and choose Sort ascending or Sort descending for:

• Organization
• Status
• Allow shared billing accounts

Row actions

Open the Actions menu (⋮) on a row. As an Economy admin, the menu contains a limited set of actions:

Download CSV

Click DOWNLOAD CSV above the table to export every customer (including soft-deleted ones) to a CSV file. The export includes organization details, customer number, customer admin name and email, billing information, and the deletion date when applicable. Column headers are exported in your current language.

View customer

Open View from the Actions menu (⋮) to see the full customer account details page. The header shows the organization name with an ACTIVE or INACTIVE status chip, the region, and the address.

The page is organized into the following blocks:

• Organization details — Organization name, organization number, legal form, digital address, address, post number, region, municipality, country, phone number, website, and email.
• Customer account details — The customer number (or — when not set).
• Shared accounts — Shown only when shared billing accounts are enabled. Use MANAGE to open the shared accounts page (hidden for deleted customers).
• Customer admin details — Photo/initials, role chip, first name, last name, email, and language of the customer admin. Hidden when no customer admin is set.
• Billing information — Digital address, address, post number, municipality, phone number, email, and responsible person. When no billing information has been added, a note explains that the organization’s location information will be used for invoicing instead.

Edit billing information

From the customer View page, an Economy admin can keep the financial data current:

• Edit billing information — Click EDIT in the Billing information block to add or change billing details (digital address, address, post number, municipality, phone number, email, and responsible person).
• Remove billing information — Click REMOVE in the Billing information block to clear the billing details. This is only available when billing information has already been added and the customer is not deleted.

Manage shared billing accounts

When a customer has Allow shared billing accounts enabled, the Manage shared accounts action in the list (and the MANAGE button on the view page) opens the shared customer accounts page. There you can see which customer accounts are shared with this customer, add another customer as a shared account, or remove an existing one. The customer admin of an affected account is notified when a shared account is added or removed.

How customers relate to organizations

A customer account always builds on an existing organization. Economy administrators do not create customer accounts, but they keep the organization and billing information attached to those accounts accurate for invoicing.

Related documentation

• Account Overview — what an economy administrator account can do