Customers

Purpose: Browse and manage customer profiles, monitor transaction histories, and audit total customer spending.

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Overview

The Customers page is a repository of all clients who have processed payments, had invoices issued, or paid through payment links for your active brand. You can search customers, view their contact information, check their accumulated transaction history, and see their total spent metrics.

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Getting Here

To access the Customers manager:

1. Log in to the OwnPay admin dashboard.
2. Under the PEOPLE section in the left sidebar, click Customers.

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Page Sections

The Customers interface includes:

1. Customers List View

The master list of customers registered under your brand:

• KPI Metrics Card: Displays the current Total Customers count.
• Search Toolbar: Search customers by name, email, or phone number.
• Customers Table: Lists clients showing Name/ID, Email, Phone, transaction volume, Total Spent in base currency, and creation date.
• Actions: View full customer profile details or Delete records.

2. Customer Creation Wizard

Accessed by clicking the Add Customer button:

• Name: Full visual name of the client.
• Email: Email address used to deliver payment notifications and receipts.
• Phone: Optional mobile contact number.

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Fields & Options Reference

Customer Creation Fields

Field Name	Type	Required?	Placeholder	Description
Name	Text Input	Yes	Full name	The client's full name.
Email	Text Input	Yes	[email protected]	Main billing and receipt contact email.
Phone	Text Input	No	+880XXXXXXXXXX	Mobile or landline contact number.

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Step-by-Step: How to Use This Page

Creating a Customer Profile Manually

1. Click the Add Customer button.
2. Enter the customer's Name (e.g. John Doe).
3. Type their Email address (e.g. [email protected]).
4. Type their Phone number (e.g. +8801700000000).
5. Click Add Customer to save the profile.

Reviewing Customer Spending

1. Navigate to the Customers list page.
2. Locate the customer in the table (or use the search box).
3. Observe the TRANSACTIONS count and TOTAL SPENT fields to see their lifetime value.
4. Click View under actions to inspect all historical invoices and payments linked to this customer.

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Configuration Guide

• Automatic Customer Registration:
  • Customers do not always need to be created manually.
  • When checkout links (/checkout/{token}) or payment links (/pay/{slug}) are completed by new clients, the system automatically registers their email and details in the op_customers table under your brand's merchant_id context.

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Best Practices

• ✅ Do: Search for existing customer emails before manually adding a new customer profile to prevent duplicates.
• ✅ Do: Verify that customer emails are formatted correctly so invoice notifications are delivered successfully.
• ❌ Don't: Delete customer profiles with active transactions, as it can orphan transaction history records.

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Must Do

⚠️ Customer data is encrypted in the database. Ensure that you have permissions to view customer profiles, as staff role restrictions may mask or block access to raw email and phone records.

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Related Pages

• Transactions — Inspect customer payments.
• Invoices — Create and send invoices to customer profiles.
• Staff — Manage team members handling customer queries.