Audit Logs
Have audit logs under a customer. That way as an admin you can see who changed something, what, when, etc.
If a customer updated a payment method, be able to see which user updated it.
Occasionally customers will have multiple people logging into their account and they do not know who made the change.
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Comments1
cecily
Mar 31
I agree! Audit trails are crucial. They allow me to verify whether a customer initiated auto-pay or if it was done internally. Clients often mistakenly believe that simply keeping a credit card on file automatically enables auto-pay; having visibility into the history would help correct this process.