Customer details

/dashboard/customers/[cusId] opens from View on the customers list. It shows contact data, stats, payment/subscription history, and when enabled enrollments/dues plus source-link funnel. Access: OWNER / ADMIN.

Header

  • Back to customers
  • Avatar, display name, email
  • Customer ID (cus_…)

Stat cards

  • Total payments
  • Total paid (SUCCESS)
  • Success rate
  • Average amount

Payments tab

Customer payments table with search and filters (status, method, dates). Amounts in transaction currency. View opens payment detail (offer, net/VAT/gross, method, provider, refund, KSeF when configured).

Subscriptions tab

Subscription table with next payment and status. View opens /dashboard/subscriptions/[subId] for lifecycle actions (cancel, pause, update PM, referral card, offer switch).

Payments / Subscriptions switch

Tabs under the stats have independent filters - they do not inherit filters from the global Subscriptions and payments lists.

Enrollments and dues

When dashboardMode is ENROLLMENTS or BOTH, the Enrollments and dues section lists linked members and links to /dashboard/dues?member=.... Distinct from QR subscriptions and Schedule bookings.

Source-link funnel

Shows attribution visits/conversions for the customer when source-link data exists. Distinct from referral ref on /pay.

Open customer portal

Creates a portal session (/session/...?sig=) in a new tab. Requires Premium+ and an active subscription or payment history. Portal supports cancel/resume, PM update, retention/group switch, referral link when enabled.

Change customer email

Org can request an email change with a confirmation token; after confirm the customer record used for mail and matching updates.

Delete customer (GDPR)

OWNER/ADMIN only. Preview dependencies → schedule or immediate deletion → cancel pending deletion when allowed.

Not found

Unknown or cross-org customer IDs show Customer not found with return to the list.

Related links

  • Payment detail / refund / KSeF
  • Subscription detail
  • Dues member deep link
  • May originate from Schedule booking or REST /customers
Leads may appear as analytics KPIs and lead.created webhooks - there is no /dashboard/leads page.