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Customers

Your customer directory. Use it to keep contact details, segment customers into groups, and (in larger teams) assign each customer to an Account Manager. URL: /customers.

Customers attached to a payment, invoice, or payment request show up on the related transaction so you can reconcile.

Page layout​

Action bar​

  • Add customer button (top right).

List ("All customers")​

Filter controls above the list:

  • Search — text box "Find a customer".
  • Date Created filter.
  • Customer Group filter — see Customer Groups below.
  • Account Manager filter — filter to customers assigned to a specific user on your team.
  • Show archived toggle — by default, archived customers are hidden.

When the list is empty: "No customers found — Create and manage your customers".

Document list columns

Once there's at least one customer, capture the column set. Likely candidates: name, email, group, account manager, created date, total billed.

Add a customer​

Click Add customer to open the form.

Document the Add customer form

Walk through and capture: required vs. optional fields (name, email, phone, billing address, tax ID), whether group + account manager are set here, and any custom fields.

Customer Groups​

Customer Groups let you segment customers (e.g., "Wholesale", "Retail", "VIP") and apply group-level configuration or filtering across the dashboard.

Document group management

Where are groups created and edited? Are they used for pricing, reporting, or just labeling? Find the management surface (likely under Settings) and document it.

Account Manager​

If your team has multiple users, you can assign an Account Manager (a user on your team) to each customer. The Account Manager filter on the list lets each user see only their own customers.

Confirm the Account Manager mechanics

Is it strictly informational (just a label), or does it gate permissions (e.g., only the assigned manager can edit)?

Archive​

Use Show archived to bring archived customers back. Archive customers you no longer trade with so they don't clutter the active list.

Confirm archive semantics

Reversible? What happens to historical invoices/transactions tied to an archived customer (still visible? still searchable?)?