Customers List
How to search, filter, open, and action customer records from the Customers list.
The Customers list is the place to find people quickly, check their contact details, see whether they already have an active payment integration, and open the full customer record when you need more history.
What Opens by Default
- Active customers only: The list starts on active customers. That keeps day-to-day customer work clean and stops old cancelled or transferred records getting in the way.
- Badge and description: The header shows how many customers match the current filters so you can tell at a glance whether you are looking at the whole live customer base or a smaller slice.
- Search: Search looks across names, company, reference, address, phone numbers, email addresses, website, and even the stored GoCardless fields. Use the Customer Filters Popup alongside search when you need a more structured cut of the list.
Useful Columns
- Email: The main row shows the primary email and then adds a small + more note if there are extra saved addresses on the customer.
- Customer Source: Helpful when you want to review where customers are coming from before drilling into reports.
- Payment Integration: This only shows a badge when the customer has an active mandate, so it is a quick way to spot customers already set up for GoCardless.
- Actions: The row actions let you edit the customer or cancel them without opening the full detail view first.
Selection-Based Actions
- More Actions: This menu is disabled until at least one customer is ticked.
- Message Customers, Print Documents: Email or text the selected customers in the Message Customers Popup, or print documents for them. Make your selection first, then open the menu.
- When to leave customers unselected: If you only want to inspect or edit a customer, just click the row to open the customer detail view instead of using the bulk actions menu.
Opening a Customer
Clicking a row opens the customer detail view. That is where you see customer stats, jobs, transactions, invoices, activity, and any GoCardless subscription setup tied to that customer.
When Someone Else Makes a Change
The list keeps itself up to date. When someone else in your business adds or changes a customer, or you do on another device, the list shows it within a few seconds without you reloading the page. It waits while you have a popup open, then catches up, and it keeps your filters, sort and page.
Related articles
- Customer Filters Popup: Useful when the customer list needs narrowing down by source, status, payment integration, or business.
- Creating a Customer: The next step if the customer record does not exist yet.
- Customer Detail View: Explains what you see after opening a customer from the list.
- Communication Actions: Covers the selection-based email, SMS, and document actions from this screen.