> ## Documentation Index > Fetch the complete documentation index at: https://docs.dodopayments.com/llms.txt > Use this file to discover all available pages before exploring further. # Customer Management > Manage customer relationships, track purchase history, and provide self-service options through the Dodo Payments dashboard and API. ## 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 transaction ledgers, and enable self-service options - all from a single dashboard. View and manage all customers in one place with search and filtering capabilities. Manage prepaid monetary balances, fund wallets, and track transaction history. Empower customers to self-manage subscriptions, invoices, and license keys. Programmatically create, update, and retrieve customer data via API. ## Accessing the Customers Page From the dashboard, click on **Sales > Customers** in the navigation menu. 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 ## 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: ### 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. ### 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. ## Customer Details Page Click on any customer to view their detailed information page, which includes: Customer details page showing customer information and transaction history ### 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 ### Customer Activity Tabs The customer details page includes three tabs for viewing different aspects of customer activity: 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 View all active subscriptions for this customer: * Subscription plan details * Billing cycle and next renewal date * Subscription status * Options to manage or cancel subscriptions View the customer's wallet transaction ledger showing: * All fund additions and deductions * Current wallet balance in each currency (USD, INR) * Transaction reasons and timestamps * Detailed transaction history for reconciliation View the customer's wallet credit ledger showing: * All credit and debit transactions * Current wallet balance in each currency * Transaction reasons and timestamps * Detailed transaction history for reconciliation The Wallet Ledger tab provides complete transparency into customer wallet transactions, making it easy to track fund additions, deductions, and current monetary balances. ## 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. ### 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. Explore detailed documentation on portal features, access methods, and integration examples. ## Customer Wallets Customer Wallets are prepaid monetary balance accounts for your customers. Each customer automatically receives a wallet that can hold real funds in multiple currencies (USD and INR), which can be applied to subscription invoices, used for refund balances, or funded with promotional bonuses. ### Key Features * **Multi-Currency Support**: Track monetary balances in USD and INR separately. * **Prepaid Balances**: Customers can hold funds that get applied to future invoices and subscription payments. * **Transaction History**: View complete ledger of all fund additions and deductions. * **API-First Design**: Programmatically add, deduct, and check wallet balances. * **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. Explore detailed documentation, code examples, and best practices for managing customer wallet balances. ## 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. ### Available API Endpoints Create a new customer in your Dodo Payments account with their details. Retrieve a paginated list of all customers associated with your account. Get detailed information about a specific customer by their ID. Update a customer's information such as name, email, or metadata. Remove a saved payment method from a customer's account. 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.