---
id: help.payments.customers
title: "Add and find customers"
canonical: https://docs.secureprocessing.app/help/payments/customers
description: "Open  and press  to add someone with their name, email and phone. Their page lists their payments and any cards they have saved."
last_verified: 2026-11-02
---

# Add and find customers

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.

Who can: Owner, Administrator, Developer, Support can add a customer in [Customers](https://dashboard.secureprocessing.app/customers).

## 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.

## Related

- [Create and send an invoice](https://docs.secureprocessing.app/help/invoices/create-and-send-an-invoice.md)
- [Cards your customers save (beta)](https://docs.secureprocessing.app/help/payments/saved-cards.md)
- [Find a payment](https://docs.secureprocessing.app/help/payments/find-a-payment.md)

Still stuck? Write to [admin@secureprocessing.app](mailto:admin@secureprocessing.app) with the customer’s id or email address.