Private Clients
Each client has one Stripe identity, keyed by email, whose saved card is reused for orders in any store. Card details are entered directly into Stripe — they never reach Trellis.
New client
Store accounts with this email
— tick the ones that belong to this client
Attaching an account brings its order history onto the client.
Leave one unticked if you are not sure — it can be attached later,
and nothing is lost by waiting.
| Store | Name there | Phone | Orders | Spent |
|---|
| Name | Stores | Rep | Last purchase | Billing | ||
|---|---|---|---|---|---|---|
| Loading… | ||||||
Select a client to see their saved cards.
Rep
Card link —
To · Subject:
Preview
Your Signature
Saved to your profile and used on every email you copy.
The client enters their card on Stripe's own page; it appears here
automatically once they finish. Stripe caps these links at 24 hours — after
that it stops working and you generate a new one.
Primary Brand
Wishlist
Edited in Salesforce.
Purchase stats
| Orders | Lifetime Value | Avg Order | 12-Month Spend | First Purchase | Last Purchase | Last Shipment |
|---|
Store accounts
| Store | Email there | Orders | Spent | Last Purchase | 12-Mo |
|---|
Private Client Orders
| Placed | Order | Store | Status | Items | Total | Invoice |
|---|
Cards
| Card | Expires | Default | Stripe |
|---|
Shipping Addresses
| Address | From | Default |
|---|