In this article you'll learn how to view detailed information about your customers.
1. Click on the Customers tab in the left menu bar to open your Customers page.
Customers are now divided into Active, Inactive, and Pending.
2. Click on a customer's name to view more information specific to them.
On a customer’s page, you can view:
- The date they were added
- Their email address
- Their billing address
- The bank accounts they are using to pay you
- Any subscriptions you have set them up on
- Details of their payment history
3. Clicking on the customer's bank account will show more details, along with the status of Direct Debit mandates they have set up.
You can view more information about customer mandate(s) by clicking on their mandate reference.
Find out more about customer mandates.