Editing Customers

What can be edited

All core customer fields can be edited: name, email, reference, contact details, addresses, notification preferences, and fee preferences.

The external_reference_id (cus_xxx) cannot be changed — it is assigned at creation and is permanent.

Custom attributes can be edited at any time. A required attribute cannot be left blank.

Changing status

Use the status action buttons on the customer detail page:

Action	Result	Notes
Activate	active	Re-activates a cancelled or held customer
Put on Hold	hold	Pauses payments — use for manual recovery
Cancel	cancelled	Deactivates the customer

Caution

Cancelling a customer with active payment plans does not automatically close those plans. Close or cancel all active plans first to avoid scheduling errors.

Payment method recovery

If a customer’s status is hold:

1. Click Open Recovery Setup Intent on the customer or plan detail page
2. A recovery email is sent to the customer with a link to update their card
3. The customer clicks the link and enters a new card via the hosted widget
4. On success, the new card is saved, hold status is cleared, and suspended plans resume automatically

Click Resend Recovery Email if the customer did not receive the first email or the link has expired.

Audit trail

All changes to a customer record are logged in the activity log at the bottom of the detail page. Each entry shows the changed fields, old and new values, and timestamp. The consent_authorised_at timestamp is set once and is never overwritten.