Everything you can do with a specific customer lives on their detail page: contact info, addresses, orders, payment methods, store credit, commission rules, and more. This article walks through the most common tasks.
Create a Customer
Select New Customer at the top of the Customers page to open the Create Customer page. Fields are organized into the following sections:
Personal Information: name, company, email, phone, and an optional billing email. When set, the billing email is CC'd on order receipts, manual payment receipts, and subscription installment reminders. See Email Communications for the full breakdown.
Customer Approval: mark the customer as approved and optionally set an expiration date.
Categorization: assign an organization and any customer labels.
E-Commerce Store: assign a customer group, optionally set the customer's password, and provide a tax exempt code if applicable.
Custom Fields: fill out any custom fields configured for your tenant.
Customer Address: optionally add a default billing or shipping address. The address is added to the customer's address book on creation.
QuickBooks Online: only shown if the QuickBooks integration is enabled. Link the new customer to an existing QuickBooks customer, or create a new one in QuickBooks at the same time.
The Send account creation email checkbox controls whether the new customer receives a welcome email. When selected, the customer receives a link to set their own password, rather than a temporary password generated by Velocity.
Select Create Customer to save and go directly to the new customer's detail page. To create several customers in a row without leaving the page, check Create more before submitting; the form will reset and stay put.
Edit a Customer
You can edit a customer from either the list page's ⋯ context menu or the customer detail page. Use the left-side navigation on the detail page to jump between sections.
Customer Detail Page
The detail page is the hub for everything related to a single customer. The left navigation includes:
Customer Profile: name, contact info, approval status, groups, labels, and custom fields
Address Book: saved shipping and billing addresses
Commission Settings: rep ownership and per-Program commission overrides for this customer
Orders: the customer's full order history
Subscriptions: active and past subscriptions
Invoicing: terms and invoicing activity
Payment Methods: saved cards and bank accounts
Store Credit: current balance and history of adjustments
Payment History: all payments made by or on behalf of the customer
Attachments: files associated with the customer
Access Control: visibility rules for this customer
Customer Groups
Customer groups let you organize customers and apply custom pricing or product visibility rules. Groups are created and managed in BigCommerce, which handles the underlying pricing and storefront logic. Refer to the BigCommerce documentation on customer groups for setup.
Customer groups drive custom pricing and product visibility on the storefront. The group name is not shown to customers but is visible to users in Velocity.
Customer Labels
Customer labels are lightweight tags used inside Velocity for sorting and filtering. Unlike groups, labels have no effect on pricing, product visibility, or the storefront, and customers never see them.
Labels are created under Velocity Settings > Customer Settings > Customer Labels, then applied to customers from the list page or the customer detail view.
Customer Approval
Customer approval is a status flag you can use to gate access or mark customers as vetted. Approval can be set automatically by default, manually during creation, or updated at any time on an existing customer.
Default approval: In Velocity Settings > Customer Settings, the Storefront Customer Approval and Velocity Customer Approval checkboxes control whether new customers are auto-approved. Storefront Approval applies to customers who self-register through the BigCommerce storefront; Velocity Approval applies to customers created directly in Velocity.
Manual approval at creation: Select the This customer is approved checkbox on the customer creation form.
Updating an existing customer: On the customer detail page, open the Actions menu and select Change Approval.... You can also set an optional expiration date, after which approval is automatically removed.
Approved customers display a verified badge next to their name on the Customers page.
Customer Organizations
Customer organizations let you group related customers under a single parent entity, typically to model a business with multiple locations, branches, or subsidiaries sharing one invoicing relationship. Each customer's organization assignment appears on their Customer Profile, and the full management interface lives at Customers > Organizations.
For details on creating organizations, managing invoicing at the organization level, and viewing aggregated balances and history, see the Customer Organizations article.
Commission Settings
The Commission Settings page on the customer detail view is where you assign reps to a customer for commission purposes. It contains two sections:
Customer Ownership: assign reps directly to the customer on a per-Sales Team basis. Use this when a rep genuinely owns the account.
Commission Overrides: set per-Program exceptions to the default commission rules. Select Add Override to add a Program, then assign reps with their own rate and level.
For more on how these work and when to use each, see the Commission Settings article.
Delete a Customer
Customers can be deleted from the Edit modal on the list page or directly from BigCommerce. When a customer is deleted:
They can no longer sign in to the store or place new orders.
Their existing orders are retained.
Their email address becomes unusable for any future customer.
The action cannot be undone.