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Customers

When you click Customers in the left navigation panel, you are taken to the Customers page. This section provides a complete view of all customers in your tenant, their billing information, subscription status, and historical payments.

Customers.svg

Filter Tabs

You can filter the list of customers using the following tabs:

Tab NameDescription
AllDisplays every customer in your tenant.
Top customersShows customers with the highest spend or lifetime value.
First time customerShows customers who have made only one purchase or subscription.
Repeat customerShows customers with multiple purchases or renewals.

Active Subscriptions Filter

Below the Filter tabs, you will see the Active subscriptions filter that:

  • Allows you to filter customers by subscription status.
  • Click Apply to update the results.

This filter is useful if you want to identify customers who currently do not have an active subscription.


Action Buttons

ButtonDescription
Add new customerOpens a form to manually create a new customer profile in your tenant.
ExportExports the customer list. When checkboxes are selected, export applies only to those selected customers.
Sync customersFetches the latest customer data from Stripe and updates your tenant accordingly.

Customer Table

The main part of the page contains a table listing all customers.

Column NameDescription
NameCustomer’s full name. Includes a checkbox. When selected, a bulk-action panel appears (Export, Delete).
EmailThe customer’s primary contact email.
Default paymentDisplays the customer’s default payment method if available.
Total SpendThe total amount the customer has paid over their lifetime.
PaymentsThe number of payments associated with the customer.
Current subscriptionShows the customer’s active subscription status, if any.

Row Actions

When you hover over a customer row, a View details option appears.

Clicking it opens the detailed customer profile where you can review:

  • Customer personal info
  • Payment methods
  • Invoices
  • Subscription(s)
  • Transactions history

For details on the detailed customer profile, refer to the section Update Customers.