Managing your customers

The Customers page

The Customers page brings together all your saved contacts. It allows you to create payment links faster by selecting an existing customer. To access it, click on Payment link in the left menu, then on Customers.

Information displayed

For each customer, you can see:

Column	Description
Type	Individual or Business
Customer	Name or company name
Address	Postal address
Postcode / Country	Location
Phone	Contact number
Email	Email address

Filters and search

Search by name, email, or phone
Filter by type (all, individual, business)
Sort alphabetically

Available actions

On each row:

✏️ Edit customer data
🗑️ Delete the customer

Adding a customer manually

Click + Add a customer in the top right corner to create a contact without going through link creation.

💡 A customer is automatically added to your list when you enable the "Save this customer to my contacts" toggle during link creation.

Updated on: 05/06/2026