Customers

This guide outlines a comprehensive overview of customer transactions, subscriptions, and spending history. It includes a payment timeline chart, detailed customer table with filters and sorting options, and a scrollable modal for in-depth customer insights. Users can refine data using filters, sort by various criteria, and download invoices seamlessly.

Accessing the Payment Section

• Click the Apps icon on the top navigation bar.

• From the list of apps, select Payment.

• Alternatively, you can directly click the Payment tab on the navigation bar.

Customers Tab

• On the Payment page, click the Customers tab (next to the Payouts tab).

Payment Timeline Chart

• A time-based chart displays Income and Spending trends for each day in the selected time period.

• A dropdown shows the current time period, with an option to change it.

• Left and Right arrows allow navigation between time periods.

• Hovering over the chart shows a tooltip with exact Spending and Income amounts for the selected date.

• The Income and Spending legends can be toggled to show or hide their respective data on the chart.

Charts

Total Balance

• Displays the total balance.

• Includes a View Details button that navigates to the Payout section.

Spending

• Shows the total amount spent to date.

• The View Transactions button redirects to the Spending section.
  (Refer to the Spending documentation for more details.)

Income

• Displays the total earnings to date.

• The View Transactions button links to the Sales section.
  (Refer to the Sales documentation for more details.)

Customers Table

The Customers table includes the following columns:

• Customer Profile

• Email

• Total Spent

• Transactions

• Subscriptions

• Active Subscriptions

• Customer Since

• Customer Stripe ID

• Click on any row in the table to open a scrollable modal displaying detailed information about the selected customer.

Controls

• Filters button (opens a filtering sidebar).

• Sort By button (opens a sorting sidebar).

• Pagination controls at the bottom right of the table (Prev and Next).

• Manage Column button.

• Download Invoice icon (downloads the invoice).

Apply Filters

• Click on the Filters button.

• A sidebar with filter options will appear.

• Use the available filters to refine the displayed customers, including:

  • Customer Since

  • Customer

  • Email

  • Active Subscriptions

  • Total Spend

  • Transactions

  • Subscriptions

• Select the desired criteria and apply the filters to update the results.

Apply Sorting

• Click on the Sort By button. A sidebar with sorting options will appear.

• Choose from the available sorting options:

  • General

  • Subscriptions

• Apply the sorting option to reorder the displayed customers and subscriptions accordingly.