Customer profile

Credit limit
$2,000
Adjustable by Super Admin
AR balance
$340.00
Outstanding, not yet due
Billing cycle
Every 2 weeks
Lifetime value
$18,420

Business & contact information

Contact name
Mei Lin
Phone
(604) 555-0142
Email
billing@jamflorist.ca
Business type
Florist
Current service provider
Rocket Sled Couriers
How did you hear about us
Google Search
Notes
Florist — est. 40 deliveries/month, peak season Feb & May.

Order history

Order #StatusDelivery date
JFSG-1030 Cancelled 2026-07-14 View
JFSG-1058 In Transit 2026-07-17 View

Users

People who log into the client portal under this account
NameEmailLast loginStatus
Mei Lin Owner mei@jamflorist.ca 2026-07-17 09:14 Active
David Ng Staff david@jamflorist.ca 2026-07-16 15:02 Active
Grace Tan Staff grace@jamflorist.ca 2026-05-30 11:40 Inactive

Pricing

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

Display name

Auto-generated from the business name (first letter of each word + trailing dash). Admin can override at any time.

Account controls

Currently unlocked — can place orders.

Archive customer

Distinct from Account Lock above — Lock is a temporary billing hold the customer can be released from; Archive retires the account entirely (e.g. the relationship has ended). Archived accounts drop off the active Customers list but every order, invoice and pricing record is retained.