Customer: Management and History

The Customer section of your FedaPay dashboard allows you to centralize, view, and efficiently manage all information related to your customer.

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Add a New Customer

To register a client in your system:

1. Click the New Customer button.

2. Fill out the form with the required information:

   • Name

   • Email address

   • Phone number

3. Click Create to finalize the addition.

This feature is useful for anticipating recurring collects or pre-filling custom payment pages.

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Edit or Delete a Customer

Each client displayed in the list can be:

• Edited: Click the pencil icon to adjust their information.

• Deleted: Click the trash icon to remove them from your database.

Deletion is permanent and also removes direct links with collects. Use with caution.

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Customer Collect History

By clicking on a client, you access their detailed history:

• Associated collects

• Transaction statuses

• Event dates

• Relevant amounts

This view is ideal for tracking customer loyalty or resolving payment-related disputes.

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Filtering and Exporting

To better organize your data:

• Use the Filter button to sort by :

  • Name

  • Email address

  • Creation date

Export your full customer list in CSV format for analysis or integration into your reporting tools.

Export is available in one click via the More actions menu (or dedicated icon).