> ## Documentation Index
> Fetch the complete documentation index at: https://docs.terracetech.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Manage the people and businesses you sell to.

Customers are the people and businesses you sell to. A well-kept customer record makes every order faster to create, correctly priced, and easier to collect on.

## The Customers screen

The list shows every customer with their status: **Active**, **Inactive**, **Pending**, **Past Due**, or **Suspended**. Cut the list down with smart filters:

* **All Customers**
* **Recently Ordered (Last 30 days)**
* **Inactive (No orders in 90 days)**, your win-back list
* **Has Orders** / **No Orders**

Sort by **Name (A-Z)** or **Order Count** to find who you're looking for, and export the list when you need it elsewhere.

## The customer profile

Open a customer to see their full relationship with your operation, organized into four tabs:

* **Overview**: contact details, addresses, and headline stats: **Customer Since**, **Total Orders**, and **Total Spend**.
* **Orders**: every order they've placed, with statuses.
* **Financials**: invoices, payments, and outstanding balance.
* **Activity**: a timeline of everything that's happened: **Order Placed**, **Invoice Created**, **Invoice Emailed**, **Invoice Paid**, **Payment Received**, **Note Added**, **Profile Updated**, **Status Changed**.

**Customer Notes** live on the profile too, the place for delivery quirks, gate codes, and who to call when the office doesn't answer.

## Pricing tiers and discounts

Assign each customer a **pricing tier** and their orders price themselves: line items default to tier pricing the moment you pick the customer in the order flow. Customer-level **discounts** stack on top and apply automatically. Managing discounts is its own permission, so you control who can give price breaks.

## Email from the profile

Send customer emails without leaving Terrace:

* **Statement**: a summary of their invoices and balance.
* **Reminder**: a nudge on unpaid invoices.

<Note>
  Viewing, creating, editing, deleting, discounting, and exporting customers are each permission-gated. A team member might see customers but not be able to change their pricing.
</Note>

<Card title="Connect QuickBooks" icon="plug" href="/guides/integrations" horizontal>
  Sync customers both ways with your accounting so neither side goes stale.
</Card>
