# Customer profile (/en/features/customers/customer-profile) Find a customer in your dashboard, read their full profile, and act on it. A Customer is your dashboard's record of someone who paid you. The profile carries their name, email, phone, address, every payment, every refund, every saved card, and signals XPay surfaces about how they shop. This page covers how to find a customer in your list, what each section of their profile means, and how to add or remove a record yourself. Most customers appear here on their own. When someone pays through Hosted Checkout or a Payment Link without you specifying who they are, XPay creates a record so you can find them later. You can also create a record directly when you want a known account on file before any payment. ## What you can do [#what-you-can-do] Search by ID, name, email, or phone. Filter to **Registered** or **Guest** customers. Page through the list at any size. Total spend, total refunded, and a monthly volume chart sit at the top of every profile. Open any customer to see their transactions, payment methods, related accounts, and XPay's customer signals. Create a customer record yourself when you need one. Delete a record that has nothing linked to it. ## Find a customer [#find-a-customer] In the dashboard sidebar, click **Customers**. The list page shows everyone with payment history on your account, plus anyone you've created directly. The columns at a glance: | Column | What it shows | | ------------------------- | --------------------------------------------------------------------------------------------------------------------------- | | **Name** | The customer's name. A **Guest** badge appears next to the name when XPay created the record automatically during checkout. | | **Email** | The primary email on the record. | | **Phone** | The primary phone with country code. | | **Latest Payment Method** | The most recent card or wallet they paid with. | | **Country** | The country on the most recent billing address. | | **Date Created** | When the record first appeared in your account. | | **Total Spent** | Lifetime gross spend. | | **Total Refunded** | Lifetime refunds against their payments. | Above the table, the search box matches customer ID, name, email, and phone. Paste a comma-separated list to look for several at once. The **Type** filter narrows the list to **Registered** (records you or the API created) or **Guest** (records XPay created automatically). Click any row to open the profile. ## Create a customer [#create-a-customer] Add a customer record yourself when you want a known account on file ahead of any payment. Click **Create customer** in the top right of the list page. ### Open the create sheet [#open-the-create-sheet] Click **Create customer**. A side sheet opens. ### Fill in contact details [#fill-in-contact-details] Enter **Name**, **Account email**, and **Mobile Number**. At least one contact method (email or phone) is required. ### (Optional) Add an address [#optional-add-an-address] Under **Address**, enter **Country**, **City**, **Line1**, **Line2**, **Postal Code**, and **State**. The full address feeds into receipts and tax handling. ### Click Create customer [#click-create-customer] The button at the bottom saves the record. You land back on the list with a "Customer created successfully" toast. If you don't see the **Create customer** button, your role lacks the customer-write permission. Ask an account admin to grant it. ## Read a customer profile [#read-a-customer-profile] Click any customer to open their profile. Sections appear or hide based on what's actually on the record. A guest with no payments shows you a thin profile; a registered customer with transactions, refunds, and saved cards shows you everything below. ### Header [#header] The customer's name (or email, if no name) sits at the top, with a **Guest** badge when the record came from a checkout. The action menu in the top right holds **Delete Customer**. ### Insights [#insights] The **Insights** section shows lifetime **Total Spend** with a monthly chart, plus **Refunds** and **Transactions** totals. Hover the chart to see a specific month's spend and refunds. ### Customer Details [#customer-details] **Customer Details** lists the primary record fields: **Customer ID** (copy with one click), **Customer since**, **Email**, **Country**, **Address**, **Mobile Number**. Guest customers also show **Alternative Emails** and **Alternative Numbers**, the other contact info XPay has linked to the same person across visits. ### XPay Intelligence [#xpay-intelligence] A panel of signals XPay derives from this customer's behavior, like **Top Spender**, **Frequent Buyer**, **High Refunds**, or **Multi-Card User**. Each signal carries a one-line detail (a percentile, a trend, a count) so you know what triggered it. See [Customer signals](/features/customers/customer-signals) for the full list and how to act on them. ### Transactions [#transactions] Every payment this customer has made on your account, with status, amount, payment method, and date. Click any row to open the full transaction. ### Invoices and Subscriptions [#invoices-and-subscriptions] If the customer has invoices or subscriptions on your account, those appear in their own tables below the transactions list, each filtered to this customer. ### Related accounts [#related-accounts] XPay surfaces other records that share an email, phone, or card with this one: * On a **registered** customer's profile: **Related Guest Payments** lists guest checkouts XPay matched to this person, and **Related Guest Customers** lists the guest records sharing identifiers. * On a **guest** customer's profile: **Related Customer Accounts** lists the registered records sharing identifiers. Use these to correlate a guest's checkout history with the registered account they later signed up for. See [Guest customers](/features/customers/guest-customers) for how the matching works. ### Payment Methods [#payment-methods] Each card or wallet the customer has paid with sits in the **Payment Methods** list. Click a row to expand it. For cards you'll see the masked number, fingerprint, expiry, brand, cardholder name, and issuing country. For Valu you'll see the loan number and tenure. ## Delete a customer [#delete-a-customer] Open the customer's profile, click the action menu in the top right, and choose **Delete Customer**. Confirm in the dialog. Deletion only works for records with **nothing linked to them**. A customer with any transaction, refund, payment method, invoice, or subscription cannot be deleted, and the dashboard surfaces a "Failed to delete customer" toast when you try. The right time to delete is when you created a record manually, never used it, and want it off the list. For records with payment history, leave them in place. The full history depends on the customer record staying. ## Where to next [#where-to-next] Why guest records exist, how XPay groups them, and what the Related sections mean. The signals on every customer profile and how to act on them. The code-side companion. `customerId`, `customerCreation`, prefill, and how guest dedup behaves under the API.