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Manage Customers

The customer list provides a comprehensive view of all customer profiles with search, sort, and filter capabilities to help you manage your customer base efficiently.

About the Customer List

The customer list displays these fields:

  • Customer: full name (first and last name)
  • Customer ID: unique system-generated identifier
  • Contact details: email address and phone number
  • Last modified on: date of last profile update
  • Actions: three-dot menu for quick actions (View details, Create subscription, Take one-time payment, Delete customer profile)

The customer list provides these features to help you manage and find customers:

  • Search: find customers by name, email, Customer ID, or phone number.
  • Sort: organize the list by any column in ascending or descending order.
  • Pagination: control the number of items displayed per page and navigate between pages.

By default, the list is sorted by Last modified on with most recent first.

Search for Customers

Enter search terms

In the search field at the top of the customer list, enter search terms.

You can search by name, email, Customer ID, or phone number.

View results

View results that filter in real time as you type.

Sort the Customer List

You can sort the customer list to organize customers by different criteria.

Sort by a column

Click any column header to sort by that field.

Reverse the sort order

Click the same column header again to reverse the sort order.

Adjust Pagination

Follow these steps to control how many customers are displayed per page and navigate between pages:

Adjust items per page

Use the controls at the bottom of the list to adjust items per page:

  • 10 items per page
  • 25 items per page
  • 50 items per page
  • 100 items per page

Navigate between pages using the page controls.

About the Customer Details Page

The customer details page is organized into these sections:

  • Header: displays customer name, email, and action buttons (Take a payment, Create subscription, More actions).
  • Details Section: shows Customer ID, Customer reference ID, phone number, and billing address with an Edit button.
  • Payment Methods: lists all saved cards with card brand, last four digits, expiration date, and Default badge. Includes options to add, edit, set as default, or delete payment methods.
  • Shipping Addresses: displays all shipping addresses with recipient name and complete address. Includes options to add, edit, set as default, or delete addresses.

Understanding Defaults

The system automatically selects the default payment method and shipping address when you take a payment, create a subscription, or process any transaction. This saves time by pre-selecting the most commonly used options.

Empty States

If a customer has no payment methods or shipping addresses, helpful empty states appear with buttons to add the first item.

Open Customer Details

Follow these steps to open a customer's full profile from the customer list:

Open the profile

In the customer list, use one of these methods:

  • Click the customer's name in the list.
  • Click the three-dot menu (⋯) next to the customer and select View details.

Result: The customer details page opens, displaying the customer's full profile including contact information, payment methods, and shipping addresses.

About Quick Actions

Each customer row has a three-dot menu providing quick access to:

  • View details: open the customer's full profile with customer details, payment methods, and shipping addresses.
  • Take a payment: process a payment for this customer.
  • Create subscription: set up recurring billing.
  • Delete customer profile: remove the customer with confirmation pop-up message.

Edit Customer Details

Follow these steps to update customer contact information:

Open the Edit form

Click the Edit button in the Details section of the customer's profile page.

Update the fields

Update the editable fields as needed.

You cannot edit the Customer ID or Customer reference ID.

Save your changes

Click Save.

Result: The customer name and contact details link to their default payment method. When you change the customer's name, the system automatically updates the billing address name on the default payment method to maintain consistency.

Delete a Customer Profile from the List

Follow these steps to delete a customer profile directly from the customer list:

Open the actions menu

In the customer list, click the three-dot menu next to the customer you want to delete.

Select delete

Select Delete customer profile.

Review the confirmation message

Review the confirmation message: "Delete customer profile. Are you sure you want to delete this customer profile? This action cannot be undone."

Confirm the deletion

Click Delete customer profile to confirm.

Result: The customer profile is permanently deleted from the system.

Delete a Customer Profile

You cannot delete a customer if they have:

  • Active subscriptions
  • Pending transactions
  • Recent transaction history requiring retention

Cancel all subscriptions first, wait for pending transactions to complete, or wait until the retention period expires before attempting to delete again.

Follow these steps to remove a customer from your system:

Open the actions menu

Click the three-dot menu for the customer.

Select delete

Select Delete customer profile.

Review the confirmation dialog

Review the confirmation dialog showing customer name and email address.

Confirm the deletion

Click Delete customer profile to confirm.

Result: After successful deletion, a confirmation message appears.

This action cannot be undone. All customer information, payment methods, and shipping addresses are permanently removed. Historical transaction data can be retained for reporting and compliance purposes.

Best Practices for Data Management

Follow these best practices to ensure your customer data remains accurate and up-to-date:

  • Update expiring cards: proactively update cards before expiration to prevent failed transactions.
  • Verify billing addresses: ensure addresses match card statements to reduce payment declines.
  • Set appropriate defaults: make the most frequently used card and address the default.
  • Remove unused items: delete old cards and addresses to keep profiles clean.
  • Double-check emails: verify email accuracy so customers receive receipts and notifications.

Last published: September 29, 2026