In MyCashflow, you can manage your online store's customer register in a highly flexible manner.

  • Customers can register in your online store while placing an order. However, you can also add customers to the customer register yourself.
  • You can create campaigns as well as do email and SMS marketing aimed at particular customer groups.

To see your online store's registered customers and customer groups, in the admin panel, go to Customers.

To see the details of an individual customer, select the customer's name from the list.

At the top of the view, you'll see the customer's personal data and registration details.

In the Orders tab below, you'll see all of the customer's orders, which can be in any state. In the Products tab, you can see all products ordered by the customer.

On the right side of the view, you can edit the customer's details by clicking Edit or delete the customer. Here you can also create a new order for the customer whose contents you can define yourself.

Customer pages

In MyCashflow, all customers who registered in your online store have their customer pages, on which they can manage their customer and shipping information as well as browse their order history.

In the default theme, the login link to the My account page is located in the upper right corner. The login page can also be accessed directly via an URL address in the format http://onlinestorename.mycashflow.fi/account.

On the My account page, customers can also browse their order history. In the order history, the customers can check the processing statuses of their orders as well as download order documents.

In the customer area, there is a separate page for every order with detailed order information and processing status. Here the customers can also download order documents.

Customer pages and the MyCashflow theme system

Currently, separate templates for customer account pages are not supported in MyCashflow themes. This means that the pages' contents cannot be modified in your theme.

The pages' appearance can still be edited by using CSS styles.

Adding and editing customer accounts

Customers can either register in your online store in its customer area, or you can register them yourself in the admin panel.

To add a new customer account to your online store:

  1. In the admin panel, go to Customers.
  2. Click Add customer.

    The customer information form opens.

  3. Define the details for the customer account.

    See also the description for the settings in the customer information form.

  4. Define customer information.
  5. Save the customer information.

To edit an already existing customer account:

  1. From the list on the Customers page, select the desired customer.
  2. In the upper right corner of the customer account view, click Edit.
  3. Make the necessary changes to the customer information.

    See also the description for the settings in the customer information form.

  4. Save the customer information.

Customer account settings

  • Username is valid and customer has a right to login: enables the customer to log in to the online store's customer area.
  • Email:

    To add the customer to newsletter subscribers, select the Newsletter subscriber checkbox.

    By law, you must obtain customers' explicit consent to send them your store's newsletter.

    Customers might, for example, subscribe to the newsletter at the checkout or by using a separate form.

    When creating a customer account in the admin panel, make sure that the customer has agreed in writing to receive the newsletter.

  • Enter password: the customer's default password for logging in for the first time.

    The customer can change the password via the customer account.

  • Version: this setting defines the customer's default version.

    The default version is used for various tasks such as, for example, to determine campaign discounts when creating an order for the customer directly in the admin panel. In this way, those campaigns that are active in the customer's version can be taken into account.

    The setting has no impact on your online store's customer area.

  • Language: defines the default language in which your online store is displayed to the logged-in customer.
  • Currency: if the Currency Converter extension is enabled, the setting defines the default currency in which prices are displayed to the logged-in customer.
  • Customer number: Usually, you will need the customer number only if you've integrated your online store with an external software that uses the customer number.
  • Customer groups: add the customer to any of your online store's customer groups.
  • Comments: add comments to customer information for internal use. The customer won't see them at any point.

Billing address

If the customer is logged in, the billing address will automatically be filled in at the checkout.

If you select the SMS subscriber checkbox, the customer will be added to SMS subscribers.

The customer's business ID can be validated in the EU's VIES database. Make sure that you indicate the business ID in the correct format. For instance, Finnish business IDs should be entered in the format 2131570-6.

In the E-Invoice section, you can enter the customer's e-billing details. To utilize these details, you must have the E-invoice payment service enabled in your online store.

MyCashflow does not forward e-invoices.

However, you can use an external service to deliver e-invoices to your customers based on the information saved in their accounts.

Currently, only customers who are logged in can use e-invoices.

Related questions

Deleting customer accounts

Customer accounts can be deleted via the admin panel. In such a case, the customer's order history will be emptied, and the customer won't be able to log in to the store any more.

However, the orders placed by the customer won't be deleted from your store when the customer's account is deleted.

Deletion removes all customer information instantly.

The customer information will be available as a backup copy for some time, but its restoration is subject to charges. For more information, contact our customer service.

  1. From the list on the Customers page, select the desired customer.

    The customer information view opens.

  2. In the view's upper right corner, click the Delete this customer link.
  3. In the dialog box that opens, confirm the deletion.

Managing customer groups

The customers of your MyCashflow online store can be classified into customer groups. In this way, you can e.g. enable certain payment and shipping methods to selected customer groups.

Creating customer groups

  1. To create a new customer group, in your online store's admin panel, on the Customers page, click Add customer group.
  2. Enter the name for the customer group in all relevant languages.
  3. Finally, click Save.

Adding customers to customer groups

The customers that register in your online store are added to the default Registered group automatically.

Customers can belong to multiple customer groups at a time.

You can add customers to desired customer groups at two locations:

On the list on the Customers page

  1. Grab the icon on the left side of the row. The icon becomes visible when you hold the pointer over the row.
  2. Drag the row to the desired customer group.

In the customer information form

  1. First, open the selected customer's information by selecting the customer's name from the list on the Customers page.

    The customer information view opens. Open the customer information form by clicking Edit in the upper right corner of the customer information view.

  2. In the form's Customer groups section, add the customer to the desired customer groups. To search for and select your online store's customer groups, use the text field.
  3. Make sure that you save the customer information after making any changes.

Deleting customers from customer groups

  1. From the list on the Customers page, select the desired customer.

    The customer information view opens.

  2. In the upper right corner of the view, click Edit.

    The customer information form opens.

  3. To delete the customer from the desired customer groups, in the customer information form, in the Customer groups section, click the icon visible next to the group.
  4. Save the customer information, so that the changes will come into force.

Placing orders on behalf of customers

Sometimes you may want to create an entirely new order for a customer. The customer may be unable to place the order because of an error, or you may receive an order which originates from outside your online store.

A new order can be created for the customer in the customer information:

  1. Find and open the desired customer account on the admin panel's Customers page.

    Optionally, if the customer hasn't registered in your online store yet, create a customer account for the customer.

  2. In the customer information, click the New order for customer link.

    A new order is created for the customer, which directs you to the order page, where you can add products, a shipping method and payments to the order.

  3. Add the desired products to the order.

    Currently, the following product types cannot be added to orders created via the admin panel:

    Once you have added products to the order, you'll see a notification at the top that the customer has been undercharged.

  4. Define a shipping method for all shipments.

    Optionally, see how to edit shipment details.

  5. Add payments to the order.

    Optionally, see how to create payment transactions.

Once the order details and customer information have been defined, the order is ready.

For manually created orders, no automatic order confirmation is sent. However, you can send the order confirmation from the order view's Email notifications pane.

After receiving the payment from the customer, process the order.