> ## Documentation Index
> Fetch the complete documentation index at: https://ownpay.org/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> OwnPay is licensed under AGPL-3.0 and is completely free - no licensing fees.
> Production docs URL: https://ownpay.org/docs - append .md to any page URL for clean markdown.
> OwnPay requires PHP 8.3+, MySQL/MariaDB, and Redis.
> MCP server available at https://ownpay.org/docs/mcp for programmatic documentation queries.
> Use root-relative links (e.g. /quickstart) for internal navigation - do NOT include /docs prefix.
> Plugin development: consult /developer/plugin-types/ pages for correct interfaces and manifests.

# Customers - Profiles, Transaction History, and Methods

> Browse customer profiles, view transaction histories, track lifetime spending, and manage saved payment methods in the OwnPay admin dashboard.

The Customers page is a repository of all clients who have processed payments, had invoices issued, or paid through payment links for your active brand. You can search customers, view their contact information, check their accumulated transaction history, and see their total spent metrics.

## Getting here

1. Log in to the OwnPay admin dashboard
2. Under the **PEOPLE** section in the left sidebar, click **Customers**

## Page sections

### 1. Customers list view

* **KPI Metrics Card:** Displays the current **Total Customers** count
* **Search Toolbar:** Search customers by name, email, or phone number
* **Customers Table:** Lists clients showing Name/ID, Email, Phone, transaction volume, Total Spent in base currency, and creation date
* **Actions:** View full customer profile details or Delete records

### 2. Customer creation wizard

Accessed by clicking the **Add Customer** button:

* **Name:** Full visual name of the client
* **Email:** Email address used to deliver payment notifications and receipts
* **Phone:** Optional mobile contact number

## Fields and options reference

| Field Name | Type       | Required | Description                            |
| ---------- | ---------- | -------- | -------------------------------------- |
| **Name**   | Text Input | Yes      | The client's full name                 |
| **Email**  | Text Input | Yes      | Main billing and receipt contact email |
| **Phone**  | Text Input | No       | Mobile or landline contact number      |

## Step-by-step: creating a customer profile manually

1. Click the **Add Customer** button
2. Enter the customer's **Name** (e.g., `John Doe`)
3. Type their **Email** address (e.g., `john@example.com`)
4. Type their **Phone** number (e.g., `+8801700000000`)
5. Click **Add Customer** to save the profile

## Automatic customer registration

Customers do not always need to be created manually. When checkout links or payment links are completed by new clients, the system automatically registers their email and details in the `op_customers` table under your brand's `merchant_id` context.

## Best practices

* Search for existing customer emails before manually adding a new customer profile to prevent duplicates
* Verify that customer emails are formatted correctly so invoice notifications are delivered successfully
* Do not delete customer profiles with active transactions, as it can orphan transaction history records

<Warning>
  Customer data is encrypted in the database. Ensure that you have permissions to view customer profiles, as staff role restrictions may mask or block access to raw email and phone records.
</Warning>

## Common mistakes and troubleshooting

| Symptom                               | Cause                                             | Fix                                                                  |
| ------------------------------------- | ------------------------------------------------- | -------------------------------------------------------------------- |
| Customer email/phone masked or hidden | Staff role lacks customer data permissions        | Ask an administrator to update your role permissions                 |
| Duplicate customer records            | Customer registered via different payment methods | Merge records manually or use the API to link them                   |
| Customer not receiving emails         | Brand SMTP not configured or email in spam        | Check **Settings > Email** configuration and verify SMTP credentials |

## Related pages

* [Transactions](/user-guide/payments/transactions) - Inspect customer payments
* [Invoices](/user-guide/payments/invoices) - Create and send invoices to customer profiles
* [Staff](/user-guide/people/staff) - Manage team members handling customer queries


## Related topics

- [Staff Management - Add Team Members and Assign Roles](/docs/user-guide/people/staff.md)
- [Initiate Payment Intent](/docs/api-reference/initiate-payment-intent.md)
- [Payment Flow - End-to-End Transaction Lifecycle](/docs/concepts/payment-flow.md)
- [OwnPay Ecosystem - Demo, Plugins, Registry, and Support](/docs/resources/ecosystem.md)
- [Changelog - OwnPay Release Notes and Migration Guide](/docs/user-guide/changelog.md)