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Customers

Oversee the details of your loyal customers.​

The Customers resource allows you to view the details, transactions, and payment methods of your recurring customers.

Listing​

The Customers listing contains all of your customers recorded via your created billing statements and other payments.

  • Name: The first name and last name of your customer.
  • Email: The email address you recorded for your customer during billing statement or payment creation.
  • Created at: The date and time the customer record was created.

Details​

Viewing a customer record enables you to see their specific payment details and the billing statements and other payments associated with them.

Overview​

The overview section contains the details inputted during customer resource creation:

  • ID: The PayRex auto-generated ID to easily identify your customer. You can provide this to easily coordinate your customer-related concerns with us.
  • Name: The first name and last name of your customer.
  • Email: The email address of your customer used in their latest billing statement or payment.
  • Created at: The date and time the customer record was created. Typically, the record is created during the creation of a billing statement or payment.
  • Updated at: The date and time the customer record was updated. The customer record can be updated via on the corresponding billing statements details page or via API integration.

Billing Statements​

The billing statements section allows easy access to the list of billing statements associated with your customer. Similar to the main billing statements resource, you can also search, filter, and view a specific statement from this section.

Payments​

The payments section lists all the payments associated with your customer that used other PayRex product types - Pages, Shopify, and API integration with your website and application. This section under the customers resource offers the same features as the main payments resource - search, filter, and view. Exporting the list of payments is currently exclusive to the main payments resource.