---
title: "Customer Profile: Quick Actions"
url: "https://help.psarev.io/en/article/customer-profile-quick-actions"
language: "en"
last_updated: "2026-08-31T14:18:55.513Z"
---

# Customer Profile: Quick Actions

The **Quick Action** button on the Customer Profile screen opens the *Quick Actions* menu, allowing you to create payments, charges, credits, and invoices on the customer account. This menu is accessible from every tab on the Customer Profile screen and allows you to manage essential account functions quickly and efficiently. 

![](https://cdn-assets.productfruits.com/f04adbdd-632e-4cda-bf00-1c6f53329975)

### **Quick Actions Available**

These actions are available on the Customer Profile *Quick Actions* menu.

-   Apply a payment to the customer's account by clicking the **Add Payment** option. See the [Quick Actions: Add Payments](https://help.psarev.io/en/article/quick-actions-add-payments) article for more information.
-   Create a charge for the customer by clicking the **Add Charge** option. See the [Quick Actions: Add Charges](https://help.psarev.io/en/article/quick-actions-add-charges) article for more information.
-   Add a credit to the customer's account by clicking the **Add Credit** option. See the [Quick Actions: Add Credits](https://help.psarev.io/en/article/quick-actions-add-credits) article for more information.
-   Create an invoice for the customer by clicking the **Create Invoice** option. At this time, you can only generate an invoice for all unposted transactions on the customer account. The option to create invoices for specific charges will be available in a future release. See the [Quick Actions: Create Invoices](https://help.psarev.io/en/article/quick-actions-create-invoices) article for more information.

### **Areas on the Customer Profile**

For information on other areas of the Customer Profile screen, see the related articles. 

-   [Customer Profile: Header](https://help.psarev.io/en/article/customer-profile-header)
-   [Customer Profile: Overview Tab](https://help.psarev.io/en/article/customer-profile-overview-tab)
-   [Customer Profile: Servicing Tab](https://help.psarev.io/en/article/customer-profile-service-tab)
-   [Customer Profile: Billing Tab](https://help.psarev.io/en/article/customer-profile-billing-tab)
-   [Customer Profile: Quotes Tab](https://help.psarev.io/en/article/customer-profile-quotes-tab)
-   [Customer Profile: Stage](https://help.psarev.io/en/article/customer-profile-stage)