Customers
AI agents: read /llms.txt; add .md to any page URL. This page as Markdown: /how-yoprint-works/customers.md. Index of every page and the rules for every call: /llms.txt. Guides and concepts in one file: /llms-full.txt. OpenAPI: /openapi.json.
A customer is a company or a person the shop works for: YoPrint treats both the same way. A quote or sales order belongs to one customer, and needs one before it can be published. In the web app: Customers.
What a customer holds
Section titled “What a customer holds”- Customer, with tags, assigned team members and internal notes
- Contacts: the people, at most one of them primary
- Addresses: billing and shipping, one of each primary
- Brand profiles: the name, logo, contact details and Ship From address its documents and shipments use
- Defaults for new orders: brand profile, pricing group, payment terms and warehouse
- Store credit, with its history
- Quotes and sales orders
Contacts
Section titled “Contacts”A contact is a person at the customer, with an email address and phone number. At most one contact is primary. A customer can have none until you choose one.
Contacts sign in to the Customer Portal with a one-time code sent to their email address, or with a password once they’ve set one. Two contacts of one customer can’t share an email address, except on customers synced from Shopify.
The defaults a customer gives an order
Section titled “The defaults a customer gives an order”| Default | What it decides |
|---|---|
| Brand profile | The primary one: the name and Ship From address the order’s documents and shipments use. |
| Pricing group | How products are priced. Without one, the order takes the team’s default. |
| Payment terms | The deposit and when payment is due. Without them, the team’s default. |
| Warehouse | The shop location whose stock the order uses. Without one, the team’s default. |
Two settings stay on the customer and are read when they’re needed, not copied to the order:
- Tax exempt: checked each time YoPrint works out an invoice’s tax.
- Third-party billing: whether the customer’s new shipping labels and rates start on its own carrier account.
A team works in one currency. A customer’s wallet_currency, the currency its store credit is held in, is the team’s default.
Money on a customer
Section titled “Money on a customer”The customer’s record adds up its orders: what’s unpaid, what’s overdue, deposits due, and the value of its quotes and orders. A balance statement (pdf.invoice_statement) is a PDF of the customer’s unpaid invoices.
Store credit is a balance the customer can spend on orders. The shop adds to it, and so do refunds. The API calls it customer credit, and the balance is wallet_fund. Adding or taking out credit by hand fires customer_credit.deposited or customer_credit.withdrew. Spending credit on an order, or refunding to credit, doesn’t.
Vendors are separate
Section titled “Vendors are separate”A vendor is a supplier the shop buys from, not a customer. Vendors have contacts too, and receive purchase orders. See Purchasing and stock.
Events
Section titled “Events”Customers and their contacts fire customer.created, customer.updated and customer.deleted, and customer_contact.created, customer_contact.updated and customer_contact.deleted. Deleting a vendor’s contact through the shared contact operation fires customer_contact.deleted too.