This guide outlines a comprehensive overview of customer transactions, subscriptions, and spending history. It includes a payment timeline chart, detailed customer table with filters and sorting options, and a scrollable modal for in-depth customer insights. Users can refine data using filters, sort by various criteria, and download invoices seamlessly.Access the Payment Section#
There is an Apps icon on the top navigation bar. Click on the Payment option from the list of apps.
Alternatively, you can directly click the Payment tab on the navigation bar.
Customers Tab#
The Payment page loads. Click the Customers tab next to the Payouts tab.Payment Timeline Chart#
A time-based chart showing Income and Spending trends for each day of the selected time period.
Displays the current time period with a dropdown to change it.
Left/Right arrows allow users to navigate between time periods.
Hovering over the chart shows a tooltip displaying the exact Spending and Income amount for the selected date.
The Income and Spending legend toggle the visibility of Income and Spending data in the chart.
Total Balance, Spending, and Income Charts#
Total Balance with a View Details button — shows total balance you have.
View Details button navigates to the Payout section.
Spending with a View Transactions button — shows the total amount spent to date.
View Transactions button takes you to the Spending section (refer to Spending documentation for more details).
Income with a View Transactions button — shows total earnings to date.
View Transactions button takes you to the Sales section (refer to Sales documentation for more details).
Table#
Customer Column includes: Customer Profile, Email, Total Spent, Transactions, Subscriptions, Active Subscriptions, Customer Since, Customer Stripe ID
Click on any row in the table to open a scrollable modal displaying detailed information about the selected customer.
Controls#
Filters button (opens a filtering sidebar).
Sort By button (opens a sorting sidebar).
Pagination controls at the bottom right of the table (Prev and Next).
Download Invoice icon (downloads the invoice).
Apply Filters#
Click on the Filters button.
A sidebar with filter options will appear.
Use the available filters to refine the displayed customers, including:
Select the desired criteria and apply the filters to update the results.
Apply Sorting#
Click on the Sort By button. A sidebar with sorting options will appear.
Choose from the available sorting options:
Apply the sorting option to reorder the displayed customers and subscriptions accordingly.
Modified at 2025-05-13 12:59:38
