In Customers you will find everyone who has paid you or has a subscription with you. It fills up by itself with each payment.
What you see #
For each customer: name, e-mail, town, how many payments they have made and how many subscriptions they have. Clicking a customer shows their details and payments.
Finding a customer #
Use the search: by name, address, postcode, town or e-mail. Click the heading of the Customer column to sort the list from A to Z or the other way round.
Exporting #
With Export you download a CSV file, with the whole list or just the search results. Useful for accounting or for writing to members, always respecting privacy: use the data only for the purposes for which the customer gave it to you.
Importing #
With Import you upload a list of customers from a CSV or Excel file, such as your members list before launching the fees campaign.
Deleting #
You can delete a customer: their payments still stay in the history. If they have an active subscription, you must first cancel it under Payments > Subscriptions.
