Customers

Customers are the people who pay you. Each Brand has its own customer list.

How customers are added#

• Automatically, when someone pays through the Payment API, an invoice or a payment link. Paybob recognises a returning customer by their email address and reuses their record.
• By hand, with New Customer on this page, or with the + button when you pick a customer on an invoice.

Each customer gets a permanent ID like CUS-7KX2M9QD4A.

The customer list#

Tabs filter the list: All, Active and Blocked. The table shows each customer's Name, Email, Phone and Status, newest first. Search by customer ID, name, email or phone.

Adding and editing#

A customer has a Name, an Email, a Phone number and a Status.

• Each email address can belong to only one customer in the Brand. Emails are stored in lowercase.
• Phone numbers are stored as digits, keeping a leading + if you typed one.

Changing a customer's details doesn't change their past transactions: each transaction keeps the name, email and phone the customer used at the time.

Blocking#

Block a customer to stop them from paying you: a blocked customer can't pay invoices or payment links, and isn't offered when you create an invoice. Their past transactions aren't changed. Unblock them to allow payments again.

To block or unblock several customers at once, select them and use the bulk actions.

Deleting#

A customer who has transactions can't be deleted, so your payment history always stays complete. Block them instead. When you delete several customers at once, those with transactions are skipped and the rest are deleted.

Permissions#

Viewing, creating, editing and deleting customers each have their own permission, and so do Block and Unblock. See Staff and roles.