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Overview

The Customers feature in Dodo Payments provides a centralized hub for managing all your customer relationships. Track every customer interaction, view purchase history, manage subscriptions, access wallet credit ledgers, and enable self-service options - all from a single dashboard.

Customer Dashboard

View and manage all customers in one place with search and filtering capabilities.

Customer Wallets

Build credit-based billing systems with prepaid balances and transaction tracking.

Customer Portal

Empower customers to self-manage subscriptions, invoices, and license keys.

API Management

Programmatically create, update, and retrieve customer data via API.

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Accessing the Customers Page

1

Navigate to Customers

From the dashboard, click on Sales > Customers in the navigation menu.
2

View Customer List

The Customers Page will display a list of all current and past customers who have interacted with your business.
Customers list page showing all customers with their details

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Customer Information

On the Customers Page, you can see a comprehensive overview of your entire customer base. The table displays all customers with the following information:

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Customer List Columns

  • Customer Name: The full name of the customer with an avatar indicator.
  • Customer Id: A unique identifier (e.g., cus_5fpsWAa...) for each customer.
  • Email: The customer’s email address for communication and portal access.
  • Phone Number: The customer’s phone number (if provided).
  • Created At (UTC): The date and time when the customer account was created.
  • Invite: Quick action button to share Customer Portal invites.

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Page Features

  • Edit Columns: Customize which columns are displayed in the customer table.
  • Build Report: Generate custom reports based on your customer data.
  • Search: Quickly find specific customers by name, email, or customer ID.
  • Pagination: Navigate through your customer list with adjustable rows per page.
Use the “Edit Columns” feature to customize your view and show only the information most relevant to your workflow.

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Customer Details Page

Click on any customer to view their detailed information page, which includes:
Customer details page showing customer information and transaction history

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About Section

The About section displays core customer information:
  • Name: Customer’s full name
  • Email: Customer’s email address
  • Customer ID: Unique identifier for API and tracking purposes
  • Created At: Timestamp of when the customer account was created

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Customer Activity Tabs

The customer details page includes three tabs for viewing different aspects of customer activity:
  • Transactions History
  • Active Subscriptions
  • Credit Ledger
View all payment transactions for this customer including:
  • Payment ID: Unique transaction identifier
  • Status: Payment status (Successful, Failed, Pending, Refunded)
  • Amount: Transaction amount
  • Date (UTC): When the transaction occurred
  • Pricing Type: Whether it’s a one-time purchase or subscription
  • Payment Method: Payment method used (Card, UPI, etc.)
  • Customer Email: Email associated with the transaction
  • Refund: Quick action to initiate refunds
  • Actions: Additional options for managing the transaction
The Credit Ledger tab provides complete transparency into customer wallet transactions, making it easy to track credits, debits, and current balances.

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Customer Portal

The Customer Portal is a secure, hosted self-service area where your customers can manage their subscriptions, view billing history, access license keys, and update their profile—without contacting support.

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Portal Capabilities

Customers can access the portal to:
  • View Billing History: See all past transactions and download invoices.
  • Manage Subscriptions: Cancel or view subscription details.
  • Retrieve License Keys: Access all license keys tied to their purchases.
  • Update Profile: Change name, email, or phone number.

Learn More About Customer Portal

Explore detailed documentation on portal features, access methods, and integration examples.

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Customer Wallets

Customer Wallets enable you to build credit-based billing systems similar to OpenAI or Claude. Each customer automatically receives a wallet that can hold prepaid credits in multiple currencies.

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Key Features

  • Multi-Currency Support: Track balances in USD and INR separately.
  • Credit-Based Billing: Allow customers to purchase credits upfront and spend them on your services.
  • Transaction History: View complete ledger of all credits and debits.
  • API-First Design: Programmatically add, remove, and check wallet balances.

Learn More About Customer Wallets

Explore detailed documentation, code examples, and best practices for implementing customer wallets.

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API Management

Dodo Payments provides a comprehensive REST API for programmatic customer management. You can create, retrieve, update, and manage customers entirely through the API.

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Available API Endpoints

Create Customer

Create a new customer in your Dodo Payments account with their details.

List Customers

Retrieve a paginated list of all customers associated with your account.

Get Customer Details

Get detailed information about a specific customer by their ID.

Update Customer

Update a customer’s information such as name, email, or metadata.

Create Portal Session

Generate a secure Customer Portal session link for a specific customer.
All API endpoints require authentication using your API key. Always use your secret key on the server-side and never expose it in client-side code.
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