Customer profile

This account is locked — no new orders. Reason: overdue balance $2,150.00 (auto-locked 2026-07-13 per billing rules). Auto-unlocks on full payment via Stripe, or a Super Admin can override with a note. See overdue invoice INV-3006.
AR balance $2,150.00 exceeds the $1,500.00 credit limit.
Credit limit
$1,500
Adjustable by Super Admin
AR balance
$2,150.00
Overdue — over limit
Billing cycle
Weekly
Lifetime value
$9,870

Business & contact information

Contact name
Owen Meyer
Phone
(604) 555-0355
Email
accounts@maplebakery.ca
Business type
Bakery / cake shop
Current service provider
Switched from FastVan Logistics
How did you hear about us
Referral
Notes
Bakery — est. 25 deliveries/month. Payment history has been unreliable.

Order history

Order #StatusDelivery date
MBC-4110Failed2026-07-16View
MBC-4098Delivered2026-07-09View

Users

People who log into the client portal under this account
NameEmailLast loginStatus
Owen Meyer Ownerowen@maplebakery.ca2026-07-13 08:20Active
Rosa Diaz Staffrosa@maplebakery.ca2026-07-11 16:44Active

Pricing

Rate card used to price this customer's orders. Edit the Wholesale list · All price lists

Display name

Auto-generated from the business name. Admin can override at any time.

Account controls

Currently locked — cannot place orders.

Archive customer

Distinct from Account Lock above — Lock is a temporary billing hold; Archive retires the account entirely. Archived accounts drop off the active Customers list but every order, invoice and pricing record is retained.