On This Page
About the Customer Details Page
The customer details page displays a customer's full profile information.
Details Page Sections
The customer details page is organized into these sections:
- Header
- Displays customer name, email, and action buttons (Take a payment, Create subscription, More actions).
- Details Section
- Shows Customer ID, Customer reference ID, phone number, and billing address with an Edit button.
- Payment Methods
- Lists all saved cards with card brand, last 4 digits, expiration date, and Default badge. Includes options to add, edit, set as default, or delete payment methods.
- Shipping Addresses
- Displays all shipping addresses with recipient name and complete address. Includes options to add, edit, set as default, or delete addresses.
Understanding Defaults
The default payment method and shipping address are automatically selected when you take a payment, create a subscription, or
process any transaction. This saves time by pre-selecting the most commonly used options.
Empty States
If a customer has no payment methods or shipping addresses, helpful empty states
appear with buttons to add the first item.