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Help centre › Payments

Add and find customers

Short answer

Open Customers and press New customer to add someone with their name, email and phone. Their page lists their payments and any cards they have saved.
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OwnerAdministratorDeveloperSupportcan add a customer in CustomersVerified 2 November 2026
In this article

Add one

  1. Open Customers and press New customer.
  2. Enter a Name, an Email, or both, and a Phone if you want.
  3. Press Add customer.

You can also add one while making an invoice, without leaving the page. An invoice needs an email address, because it is emailed.

Find one

Customers lists the newest 50. To find a payment from someone, search for their email address under Payments.

What their page shows

  • Their details.
  • Saved cards: the brand, the last four digits and the expiry, never the full number.
  • Payments: their newest payments, each linking to its page.

Changing their details

The dashboard cannot change a customer’s details yet. Your developer can, with the API.